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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

Casey James Davison

Advisor at VOYA FINANCIAL ADVISORS, INC.

Waxhaw, NC | IRVINE, CA

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Search this name across graphsid dfx:ria:bd70d73a-aa8e-9f01-da6c-50f89633cf6f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Dec 16, 2005 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: VOYA FINANCIAL ADVISORS, INC.
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: Dec 19, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 19, 2003
First registration: Dec 16, 2005
Dual registered: yes, broker-dealer
Other names: CASEY DAVISON
IAPD individual key: 4707802

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
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Aug 11, 2025	n/a	yes	IRVINE, CA\|Waxhaw, NC	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Feb 1, 2024	Jul 1, 2025	no	SCOTTSDALE, AZ\|Waxham, NC	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 13, 2018	Jan 26, 2024	no	FORT MILL, SC	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Mar 25, 2017	May 8, 2018	no	CHARLOTTE, NC	Previous registration
WALNUT STREET SECURITIES, INC.	Former SEC adviser	Dec 16, 2005	Sep 5, 2013	no	SOMERSET, NJ\|ST. JOHNS, FL\|SOMERSET, NJ\|ISELIN, NJ	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Dec 16, 2005	Mar 25, 2017	no	HILLSBOROUGH, NJ\|SOMERSET, NJ\|ST. JOHNS, FL\|SOMERSET, NJ\|ISELIN, NJ\|SOMERSET, NJ\|CHARLOTTE, NC	Previous registration
TOWER SQUARE SECURITIES, INC.	Former SEC adviser	Dec 16, 2005	Sep 5, 2013	no	SOMERSET, NJ\|SOMERSET, NJ\|ST. JOHNS, FL\|SOMERSET, NJ\|ISELIN, NJ	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Dec 16, 2005	Jan 2, 2015	no	SOMERSET, NJ\|HILLSBOROUGH, NJ\|ST. JOHNS, FL\|SOMERSET, NJ\|ISELIN, NJ\|SOMERSET, NJ	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
OSAIC WEALTH, INC.	VOYA FINANCIAL ADVISORS, INC.	Jul 1, 2025	Aug 11, 2025	41	Firm change	Ibd to ibd
LPL FINANCIAL LLC	OSAIC WEALTH, INC.	Jan 26, 2024	Feb 1, 2024	6	Firm change	Ibd to ibd
MML INVESTORS SERVICES, LLC	LPL FINANCIAL LLC	May 8, 2018	Nov 13, 2018	189	Firm change	Ibd to RIA
MSI FINANCIAL SERVICES, INC.	MML INVESTORS SERVICES, LLC	Mar 25, 2017	Mar 25, 2017	0	Bulk transfer	Other
NEW ENGLAND SECURITIES CORPORATION	MSI FINANCIAL SERVICES, INC.	Jan 2, 2015	Dec 16, 2005	-3,304	Bulk transfer	Other
WALNUT STREET SECURITIES, INC.	NEW ENGLAND SECURITIES CORPORATION	Sep 5, 2013	Dec 16, 2005	-2,820	Channel change	Other
TOWER SQUARE SECURITIES, INC.	WALNUT STREET SECURITIES, INC.	Sep 5, 2013	Dec 16, 2005	-2,820	Channel change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
10409:6413:NC:2018-05-08	May 8, 2018	Nov 13, 2018	CHARLOTTE, NC	Firm change

Relationships

Registered with (8)

→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: current employment
Aug 11, 2025 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Feb 1, 2024 to Jul 1, 2025factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 13, 2018 to Jan 26, 2024factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Mar 25, 2017 to May 8, 2018factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Dec 16, 2005 to Mar 25, 2017factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Dec 16, 2005 to Jan 2, 2015factForm ADV
→ WALNUT STREET SECURITIES, INC.Registered adviserregistration: previous registration
Dec 16, 2005 to Sep 5, 2013factForm ADV
→ TOWER SQUARE SECURITIES, INC.Registered adviserregistration: previous registration
Dec 16, 2005 to Sep 5, 2013factForm ADV

Dated events

Occurred
Jul 1, 2025
Advisor changed firm
Casey James Davison left Osaic Wealth, Inc. for Voya Financial Advisors, Inc. (registered 2025-08-11)
Form ADVobserved 4 days ago
Occurred
Jan 26, 2024
Advisor changed firm
Casey James Davison left Lpl Financial Llc for Osaic Wealth, Inc. (registered 2024-02-01)
Form ADVobserved 4 days ago