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RIA / WealthAdvisorCertified Financial Planner12 years in industry

RAVI DAVIS

Advisor at HIPPOCRATIC FINANCIAL ADVISORS

WESTLAKE VILLAGE, CA | Westlake Village, CA

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Search this name across graphsid dfx:ria:2fda4e09-605f-2515-9f7d-4a2fa78ed24e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 4, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HIPPOCRATIC FINANCIAL ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Mar 6, 2014
First registration: Dec 4, 2013
Dual registered: no
IAPD individual key: 5677392

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HIPPOCRATIC FINANCIAL ADVISORS	Independent wealth	Jan 4, 2021	n/a	yes	WESTLAKE VILLAGE, CA\|Westlake Village, CA	Current employment
HIPPOCRATIC FINANCIAL ADVISORS	Independent wealth	Feb 11, 2016	Dec 31, 2017	no	WESTLAKE VILLAGE, CA	Previous registration
ADVANCED PRACTICE ADVISORS, LLC	Former SEC adviser	Mar 6, 2015	Jun 29, 2018	no	MISSION VIEJO, CA	Previous registration
VALMARK ADVISERS, INC.	Bd affiliated wealth	Apr 15, 2014	Mar 13, 2015	no	WESTLAKE VILLAGE, CA\|MISSION VIEJO, CA	Previous registration
HIPPOCRATIC FINANCIAL ADVISORS	Independent wealth	Dec 4, 2013	Dec 31, 2015	no	WESTLAKE VILLAGE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVANCED PRACTICE ADVISORS, LLC	HIPPOCRATIC FINANCIAL ADVISORS	Jun 29, 2018	Feb 11, 2016	-869	Firm change after gap	RIA to RIA
HIPPOCRATIC FINANCIAL ADVISORS	VALMARK ADVISERS, INC.	Dec 31, 2015	Apr 15, 2014	-625	Firm change after gap	Other
VALMARK ADVISERS, INC.	ADVANCED PRACTICE ADVISORS, LLC	Mar 13, 2015	Mar 6, 2015	-7	Firm change	Other

Relationships

Registered with (3)

→ HIPPOCRATIC FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Feb 11, 2016 to Dec 31, 2017factForm ADV
→ ADVANCED PRACTICE ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 6, 2015 to Jun 29, 2018factForm ADV
→ VALMARK ADVISERS, INC.Registered adviserregistration: previous registration
Apr 15, 2014 to Mar 13, 2015factForm ADV

Dated events

No dated event names this entity yet.