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RIA / WealthAdvisorCertified Financial Planner27 years in industry

BEAU HUNTER DAVIS

Advisor at BLUECHIP WEALTH ADVISORS LLC

MILTON, GA

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Search this name across graphsid dfx:ria:5da7ad5c-48f0-16ba-74bf-fe3d01269d07

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 14, 2003 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: BLUECHIP WEALTH ADVISORS LLC
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: Oct 16, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Oct 16, 1998
First registration: Apr 14, 2003
Dual registered: no
Other names: BEAU H DAVIS|BEAU DAVIS
IAPD individual key: 2829250

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
BLUECHIP WEALTH ADVISORS LLC	Independent wealth	Jul 14, 2021	n/a	yes	MILTON, GA	Current employment
COMPASS WEALTH MANAGEMENT, LLC	Independent wealth	Mar 9, 2011	Jun 30, 2021	no	ATLANTA, GA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Mar 9, 2011	no	Atlanta, GA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Apr 14, 2003	Jun 1, 2009	no	ATLANTA, GA\|ATLANTA, GA	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
COMPASS WEALTH MANAGEMENT, LLC	BLUECHIP WEALTH ADVISORS LLC	Jun 30, 2021	Jul 14, 2021	14	Firm change	RIA to RIA
MORGAN STANLEY	COMPASS WEALTH MANAGEMENT, LLC	Mar 9, 2011	Mar 9, 2011	0	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ BLUECHIP WEALTH ADVISORS LLCRegistered adviserregistration: current employment
Jul 14, 2021 to presentfactForm ADV
→ COMPASS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 9, 2011 to Jun 30, 2021factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Mar 9, 2011factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Apr 14, 2003 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.