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
Zeak Raymond Davenport
Feed of 09/14/2026
Also filed as Zeak Raymond Davenport
At current firm
1 y
since Mar 31, 2025
In the industry
12 y
since Feb 1, 2014 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
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
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Saint Johns, Fl
- Fidelity Personal And Workplace Advisors formerJan 11, 2022 to Mar 31, 2025 · Jacksonville, Fl
- Pnc Managed Account Solutions, Inc. formerOct 12, 2020 to Aug 23, 2021 · Jacksonville, Fl
- Morgan Stanley wirehouseJan 31, 2019 to Feb 10, 2020 · Jacksonville, Fl
- Pruco Securities, LLC no RAUMJul 30, 2015 to Jan 7, 2019 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Pnc Managed Account Solutions, Inc. to Fidelity Personal And Workplace Advisorsleft Aug 23, 2021, registered Jan 11, 2022 (141 days) · Affiliated broker-dealer or bank to another
- Morgan Stanley to Pnc Managed Account Solutions, Inc.left Feb 10, 2020, registered Oct 12, 2020 (245 days) · Wirehouse to affiliated broker-dealer or bank
- Pruco Securities, LLC to Morgan Stanleyleft Jan 7, 2019, registered Jan 31, 2019 (24 days) · Affiliated broker-dealer or bank to wirehouse
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
- National broker-dealer RIAderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address