Unclaimed
Jeffrey Thatcher Davis is a financial advisor who has been in the industry since July 2017. Jeffrey is currently registered with Starwood Capital, LLC in Arlington, Virginia and is licensed in several states. Prior to joining Starwood Capital, LLC, Jeffrey worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, Maryland. Jeffrey's areas of expertise include Securities Industry Essentials Examination, General Securities Representative Examination and Uniform Combined State Law Examination.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
VA
06/11/2019 - Present
Starwood Capital, LLC (Arlington VA)
MD
07/07/2017 - 05/29/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 08/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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