Timothy J. Davis

LATITUDE ADVISORS

Hebron, KY

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CRD#: 5974178

Professional summary

Timothy J Davis, who also goes by Timothy John Davis, is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Hebron, Kentucky and GWN SECURITIES INC. located in Palm Beach Gardens, Florida.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Timothy has worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Timothy John Davis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

FIRE ISLAND MEDIA POSITION: President NATURE: Photography and photo books, primarily related to fire departments and fire apparatus. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 2335 Buttermilk Crossing, #188, Crescent Springs KY 41017, United States DESCRIPTION: Photography and photo books, primarily related to fire departments and fire apparatus. INSURANCE POSITION: Agent NATURE: Independent insurance agent for life, health, long-term care and variable annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 10/01/2010 ADDRESS: 7430 US 42, Suite 109, Florence KY 41042, United States DESCRIPTION: Independent insurance agent for life, health, long-term care and variable annuities. AVALON CONSULTING GROUP POSITION: President NATURE: Business consulting in the areas of strategic / business planning, business operations, marketing and business process improvement. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2017 ADDRESS: 2335 Buttermilk Crossing, #188, Crescent Springs KY 41017, United States DESCRIPTION: Business consulting in the areas of strategic / business planning, business operations, marketing and business process improvement.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy J Davis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 7, 2020 - Present

LATITUDE ADVISORS, LLC

RIA

CRD#: 151001

Hebron, KY

Current

August 22, 2019 - Present

GWN SECURITIES INC.

Office #1: 11440 North Jog Road, Palm Beach Gardens, FL 33418-3764

RIA

CRD#: 128929

Palm Beach Gardens, FL

Past

August 20, 2015 - January 3, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

CINCINNATI, OH

Past

December 3, 2013 - August 12, 2015

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

BELLEVUE, KY

Past

December 3, 2013 - August 12, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

BELLEVUE, KY

Past

November 23, 2011 - December 3, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FORT MITCHELL, KY

Past

October 24, 2011 - December 3, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FORT MITCHELL, KY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Indiana
(8/22/2019)

Kentucky
(8/22/2019)

IAR

Kentucky
(1/7/2020)

Ohio
(8/22/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/7/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/21/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/3/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/21/2011

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

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Contact information

Main Address

Yorkville, IL

Mailing Address

Phone number

(630) 553-3730

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LATITUDE ADVISORS, LLC ADV BROCHURE (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,305
AUM (Assets Under Management)	$ 379,516,000

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.

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Firm Stability Insights

Timothy J. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy J Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

GWN SECURITIES INC.

MML INVESTORS SERVICES, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/7/2020

Series 66

Date: 11/21/2011

SIE

Date: 1/3/2018

Series 7

Date: 10/21/2011

FINRA

Current Firm

LATITUDE ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LATITUDE ADVISORS, LLC

TRUST BUT VERIFY

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