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.

Current firm

CARROLL ADVISORY GROUP

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

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

May 14, 2021

First registration

Aug 17, 2022

Dual registered

no

Other names

ALEXANDER WHITTINGTON DAVIS|ALEXANDER DAVIS

IAPD individual key

6965102

• Occurred

  Dec 2, 2025
  Advisor changed firm

  Alexander Whittington Davis left Strategic Financial Concepts, Llc for Carroll Advisory Group (registered 2025-03-28)

  Form ADVobserved 5 days ago
• Occurred

  Jan 17, 2023
  Advisor changed firm

  Alexander Whittington Davis left Fidelity Personal And Workplace Advisors for Strategic Financial Concepts, Llc (registered 2023-03-02)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d4b9f091-375a-93a9-6d5e-91481f7ffdba

First observed

Aug 17, 2022

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.