Amy J. Davis
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Amy Jackson Davis, who also goes by Amy Marie Davis, Amy Marie Jackson, Amy Marie Langer, was a registered financial professional .
Amy is a previously registered financial professional and started their career in finance in 2003. Amy had worked at 5 firms and has passed the Series 63, Series 65, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 12, 2011 - April 12, 2012
PILLAR WEALTH MANAGEMENT CO.
January 26, 2011 - April 6, 2011
MADISON INVESTMENT ADVISORS, LLC
November 12, 2009 - April 6, 2011
MADISON INVESTMENT HOLDINGS, INC
April 8, 2009 - April 6, 2011
MFD DISTRIBUTOR, LLC
August 28, 2008 - October 28, 2008
EDWARD JONES
August 27, 2008 - October 28, 2008
EDWARD JONES
October 7, 2004 - August 22, 2008
MFD DISTRIBUTOR, LLC
September 9, 2003 - August 22, 2008
MADISON INVESTMENT HOLDINGS, INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PILLAR WEALTH MANAGEMENT CO.
CRD#: 118225 / SEC#: 801-118211
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 455 |
| AUM (Assets Under Management) | $ 153,333,325 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
