DH
Davis P. Harrison
CETERA INVESTMENT ADVISERS LLC
OVERLAND PARK, KS 66210
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CRD#: 7309871
DH
Professional summary
Davis Patton Harrison, who also goes by Davis Harrison, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Overland Park, Kansas and CETERA WEALTH SERVICES, LLC located in Overland Park, Kansas.
Davis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Davis has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Davis Harrison
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.
1) RF BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/27/2021 ADDRESS: 5700 Oakland Ave, Suite 400, St Louis MO 63110, United States DESCRIPTION: Other: Group RFC advisors place health insurance coverage for individuals and entities through RF Brokerage. 2) CO-OP INSURANCE AGENCY POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/27/2021 ADDRESS: 12250 El Camino Real, Suite 160, San Diego CA 92130, United States DESCRIPTION: RFC advisors use Co-Op Insurance services to obtain underwriting for difficult cases. 3) BLUE VALLEY YOUTH LACROSSE POSITION: Employee NATURE: Sport Coach/Referee INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2022 ADDRESS: 7505 Danell Ln, Grain Valley MO 64029, United States DESCRIPTION: I will be coaching youth lacrosse for 7th/8th graders this spring from early march to mid may. 4) NAME OF OTHER BUSINESS: KEEP THE SPARK ALIVE; INVESTMENT RELATED: NO; ADDRESS: 12525 GRAND AVE KANSAS CITY, MO 64145; NATURE OF BUSINESS: NON PROFIT; START DATE: 5/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP CHOOSE AND PRESENT THE ANNUAL SCHOLARSHIP TO THE RECIPIENT;
CRS (Client Relationship Summary) - RIA
Click below to view Davis Patton Harrison's 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®
NoneExperience
Current
August 10, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 7500 College Blvd Suite 800, Overland Park, KS 66210RIA
CRD#: 105644
OVERLAND PARK, KS
Current
August 10, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 7500 College Blvd Suite 800, Overland Park, KS 66210BD
CRD#: 13572
Overland Park, KS
Past
September 8, 2021 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
Overland Park, KS
Past
July 27, 2021 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
Overland Park, KS
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
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
RR
Arizona(11/4/2025)
RR
California(8/10/2023)
RR
Colorado(8/10/2023)
RR
District of Columbia(10/7/2024)
RR
Florida(8/11/2023)
RR
Illinois(8/10/2023)
RR
Iowa(8/10/2023)
RR
Kansas(8/10/2023)
IAR
Kansas(8/10/2023)
RR
Massachusetts(2/5/2024)
RR
Missouri(8/10/2023)
RR
Nevada(8/10/2023)
RR
New Mexico(5/22/2024)
RR
Ohio(8/12/2025)
RR
Oklahoma(5/15/2025)
RR
Oregon(8/10/2023)
RR
Pennsylvania(1/23/2025)
RR
Wisconsin(9/4/2025)
RR
Wyoming(8/10/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/27/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Overland Park, KS 66210TRUST BUT VERIFY
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