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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

ELISABETH ANNE DAVIS

Advisor at KINGSBURY CAPITAL INVESTMENT ADVISORS LLC

Winter Haven, FL | ATLANTA, GA | WILMETTE, IL

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Search this name across graphsid dfx:ria:91935dd8-d36a-cc2f-e1a5-883294572789

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 0
Observed: Jun 7, 2002 to Sep 15, 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: KINGSBURY CAPITAL INVESTMENT 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: Jun 18, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 2
Registered states: 1
Exams: S63|S65
First exam: Jun 18, 2001
First registration: Jun 7, 2002
Dual registered: yes, broker-dealer
Other names: ELISABETH ANNE SOCKALOSKY
IAPD individual key: 3273828

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
OSAIC ADVISORY SERVICES, LLC	Bd affiliated wealth	Sep 4, 2026	n/a	yes	ATLANTA, GA\|Winter Haven, FL\|Winter Haven, FL	Current employment
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC	Independent wealth	May 14, 2019	n/a	yes	Winter Haven, FL\|WILMETTE, IL	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Dec 16, 2014	Mar 29, 2019	no	ORLANDA, FL\|Orlando, FL	Previous registration
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Nov 17, 2010	Dec 23, 2014	no	ORLANDO, FL\|ORLANDO, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 6, 2010	Feb 10, 2012	no	ORLANDO, FL\|ORLANDO, FL	Previous registration
DELANEY FINANCIAL GROUP	n/a	Feb 26, 2010	Nov 23, 2010	no	ORLANDO, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Feb 5, 2010	no	Orlando, FL	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	ORLANDO, FL	Previous registration
MORGAN STANLEY DW INC.	n/a	Sep 12, 2006	Apr 2, 2007	no	ORLANDO, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 7, 2002	Aug 23, 2006	no	WINTER HAVEN, FL\|WINTER HAVEN, FL	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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	KINGSBURY CAPITAL INVESTMENT ADVISORS LLC	Mar 29, 2019	May 14, 2019	46	Firm change	Ibd to RIA
INDEPENDENT FINANCIAL PARTNERS	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Dec 23, 2014	Dec 16, 2014	-7	Firm change	Other
LPL FINANCIAL LLC	INDEPENDENT FINANCIAL PARTNERS	Feb 10, 2012	Nov 17, 2010	-450	Firm change after gap	Other
DELANEY FINANCIAL GROUP	LPL FINANCIAL LLC	Nov 23, 2010	Mar 6, 2010	-262	Firm change after gap	Other
MORGAN STANLEY	DELANEY FINANCIAL GROUP	Feb 5, 2010	Feb 26, 2010	21	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY DW INC.	Aug 23, 2006	Sep 12, 2006	20	Firm change	Other

Relationships

Registered with (10)

→ OSAIC ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Sep 4, 2026 to presentfactForm ADV
→ KINGSBURY CAPITAL INVESTMENT ADVISORS LLCRegistered adviserregistration: current employment
May 14, 2019 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Dec 16, 2014 to Mar 29, 2019factForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Nov 17, 2010 to Dec 23, 2014factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 6, 2010 to Feb 10, 2012factForm ADV
→ DELANEY FINANCIAL GROUPRegistered adviserregistration: previous registration
Feb 26, 2010 to Nov 23, 2010factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Feb 5, 2010factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Sep 12, 2006 to Apr 2, 2007factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 7, 2002 to Aug 23, 2006factForm ADV

Dated events

No dated event names this entity yet.