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

Dennison George Davis

Trustage Investment ManagementinstitutionalMadison, Wi dual registrantIAPD 3258520

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Denny Davis

At current firm

0 y

since May 7, 2026

In the industry

27 y

since Sep 2, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Trustage Investment Management institutional current
since May 7, 2026 · Madison, Wi
Nationwide Investment Advisors, LLC BD affiliated
Aug 22, 2022 to Apr 16, 2026 · Columbus, Oh
Personal Capital Advisors Corporation former
Nov 12, 2021 to Aug 19, 2022 · Greenwood Village, Co
Nationwide Investment Advisors, LLC BD affiliated
May 31, 2006 to Oct 29, 2021 · Columbus, Oh
Nationwide Investment Services Corporation unclassified
May 31, 2006 to Dec 5, 2006 · Orlando, Fl

Moves

a registration end followed by a registration begin elsewhere

Nationwide Investment Advisors, LLC to Trustage Investment Management
left Apr 16, 2026, registered May 7, 2026 (21 days) · Other
Personal Capital Advisors Corporation to Nationwide Investment Advisors, LLC
left Aug 19, 2022, registered Aug 22, 2022 (3 days) · RIA to affiliated broker-dealer or bank
Nationwide Investment Advisors, LLC to Personal Capital Advisors Corporation
left Oct 29, 2021, registered Nov 12, 2021 (14 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Nationwide Investment Services Corporation to Nationwide Investment Advisors, LLC
left Dec 5, 2006, registered May 31, 2006 (-188 days) · corporate re-registration, not a move

Signals

Dennison George Davis left Nationwide Investment Advisors, Llc for Trustage Investment Management (registered 2026-05-07)
Apr 16, 2026 · Advisor changed firm · fact
Dennison George Davis left Personal Capital Advisors Corporation for Nationwide Investment Advisors, Llc (registered 2022-08-22)
Aug 19, 2022 · 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: Institutional managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address