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RIA / WealthAdvisordual registered (broker-dealer)46 years in industry

JEFFREY LANE DAVIS

Advisor at LPL FINANCIAL LLC

PORTAGE, MI | SARASOTA, FL

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Search this name across graphsid dfx:ria:a393d965-92c6-0498-abb8-01b00a51ec77

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 1, 2002 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: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 1980earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Apr 24, 1985
First registration: Nov 1, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 1344594

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
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 1, 2026	n/a	yes	SARASOTA, FL\|PORTAGE, MI	Current employment
PKS ADVISORY SERVICES, LLC	Independent wealth	Jun 22, 2020	Mar 31, 2026	no	ALBANY, NY\|Sarasota, FL\|Portage, MI	Previous registration
MICHIGAN ADVISORS, INC	Former SEC adviser	Jul 20, 2010	Jul 15, 2020	no	KALAMAZOO, MI	Previous registration
Spc	Bd affiliated wealth	Nov 1, 2002	Nov 14, 2003	no	PORTAGE, MI	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
PKS ADVISORY SERVICES, LLC	LPL FINANCIAL LLC	Mar 31, 2026	Apr 1, 2026	1	Firm change	RIA to ibd
MICHIGAN ADVISORS, INC	PKS ADVISORY SERVICES, LLC	Jul 15, 2020	Jun 22, 2020	-23	Firm change	Other
Spc	MICHIGAN ADVISORS, INC	Nov 14, 2003	Jul 20, 2010	2,440	Firm change after gap	Other

Relationships

Registered with (4)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Apr 1, 2026 to presentfactForm ADV
→ PKS ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jun 22, 2020 to Mar 31, 2026factForm ADV
→ MICHIGAN ADVISORS, INCRegistered adviserregistration: previous registration
Jul 20, 2010 to Jul 15, 2020factForm ADV
→ SPCRegistered adviserregistration: previous registration
Nov 1, 2002 to Nov 14, 2003factForm ADV

Dated events

Occurred
Mar 31, 2026
Advisor changed firm
Jeffrey Lane Davis left Pks Advisory Services, Llc for Lpl Financial Llc (registered 2026-04-01)
Form ADVobserved 5 days ago