DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Justin Eric Davis
Feed of 09/15/2026
Also filed as Justin E Davis
At current firm
3 y
since Jul 20, 2023
In the industry
30 y
since Mar 13, 1996 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Frost Investment Services BD affiliated currentsince Jul 20, 2023 · San Antonio, Tx
- Pnc Wealth Management BD affiliatedAug 18, 2021 to Jul 18, 2023 · Carrollton, Tx
- Pnc Managed Account Solutions, Inc. formerOct 15, 2010 to Aug 17, 2021 · Houston, Tx
- St Johns Wealth Management unclassifiedApr 1, 2010 to Oct 15, 2010 · Austin, Tx
- Bbva Compass Investment Solutions, Inc unclassifiedJun 12, 2002 to Mar 10, 2010 · Austin, Tx
Moves
a registration end followed by a registration begin elsewhere
- Pnc Wealth Management to Frost Investment Servicesleft Jul 18, 2023, registered Jul 20, 2023 (2 days) · Affiliated broker-dealer or bank to another
- Pnc Managed Account Solutions, Inc. to Pnc Wealth Managementleft Aug 17, 2021, registered Aug 18, 2021 (1 days) · corporate re-registration, not a move
- St Johns Wealth Management to Pnc Managed Account Solutions, Inc.left Oct 15, 2010, registered Oct 15, 2010 (0 days) · corporate re-registration, not a move
- Bbva Compass Investment Solutions, Inc to St Johns Wealth Managementleft Mar 10, 2010, registered Apr 1, 2010 (22 days) · corporate re-registration, not a move
Signals
- Justin Eric Davis left Pnc Wealth Management for Frost Investment Services (registered 2023-07-20)Jul 18, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address