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
Charmaine Nytasha Linnea Davis
Feed of 09/15/2026
Also filed as Charmaine Nytasha Linnea Reid
At current firm
0 y
since Oct 10, 2025
In the industry
10 y
since Aug 1, 2016 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Ameriprise Financial Services, LLC national BD currentsince Oct 10, 2025 · Millsboro, De
- Citizens Securities, Inc. BD affiliatedSep 20, 2021 to Oct 14, 2025 · Middletown, De
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMay 14, 2018 to Sep 7, 2021 · Rehoboth Beach, De
Moves
a registration end followed by a registration begin elsewhere
- Citizens Securities, Inc. to Ameriprise Financial Services, LLCleft Oct 14, 2025, registered Oct 10, 2025 (-4 days) · Affiliated broker-dealer or bank to another
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Citizens Securities, Inc.left Sep 7, 2021, registered Sep 20, 2021 (13 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Charmaine Nytasha Linnea Davis left Citizens Securities, Inc. for Ameriprise Financial Services, Llc (registered 2025-10-10)Oct 14, 2025 · 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
- National broker-dealer RIAderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address