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
Jeffrey Dean Davis
Feed of 09/14/2026
Also filed as Jeffrey Dean Davis
At current firm
4 y
since Jan 20, 2022
In the industry
25 y
since Jul 17, 2001 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Scenic Wealth Management, LLC state registered currentsince Jan 20, 2022 · Westminster, Co
- Scenic Wealth Management, LLC state registeredJul 9, 2010 to Dec 31, 2015 · Denver, Co
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 17, 2004 to Jul 13, 2010 · Denver, Co
- Valic Financial Advisors, Inc. BD affiliatedFeb 19, 2004 to Oct 29, 2004 · Lakewood, Co
- Morgan Stanley Dw Inc. unclassifiedFeb 21, 2002 to Oct 9, 2002 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Scenic Wealth Management, LLCleft Jul 13, 2010, registered Jul 9, 2010 (-4 days) · Wirehouse to a state-registered adviser
- Valic Financial Advisors, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 29, 2004, registered Nov 17, 2004 (19 days) · Other
- Morgan Stanley Dw Inc. to Valic Financial Advisors, Inc.left Oct 9, 2002, registered Feb 19, 2004 (498 days) · Other
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
- STATE REGISTEREDderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address