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
Michael Patrick Davis
Feed of 09/14/2026
Also filed as Michael P Davis
At current firm
2 y
since Jul 1, 2024
In the industry
25 y
since Nov 13, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Ashton Thomas Securities, LLC independent RIA currentsince Jul 1, 2024 · Rochester, Ny
- Manulife Investment Management (US) LLC asset managerDec 12, 2012 to Jul 20, 2015 · Westerville, Oh
- John Hancock Investment Management LLC asset managerNov 25, 2009 to Dec 31, 2010 · Westerville, Oh
- Nationwide Investment Advisors, LLC BD affiliatedDec 5, 2006 to Nov 2, 2009 · Columbus, Oh
- Nationwide Investment Services Corporation unclassifiedMay 9, 2005 to Dec 5, 2006 · Dublin, Oh
Moves
a registration end followed by a registration begin elsewhere
- Manulife Investment Management (US) LLC to Ashton Thomas Securities, LLCleft Jul 20, 2015, registered Jul 1, 2024 (3269 days) · Other
- John Hancock Investment Management LLC to Manulife Investment Management (US) LLCleft Dec 31, 2010, registered Dec 12, 2012 (712 days) · corporate re-registration, not a move
- Nationwide Investment Advisors, LLC to John Hancock Investment Management LLCleft Nov 2, 2009, registered Nov 25, 2009 (23 days) · Other
- Nationwide Investment Services Corporation to Nationwide Investment Advisors, LLCleft Dec 5, 2006, registered Dec 5, 2006 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
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
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address