Kelly L Davis is an investment adviser representative (IAR) with state registration records since 2004, appearing at 10 firms. Currently registered with TRANSAMERICA RETIREMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TRANSAMERICA RETIREMENT ADVISORS, LLC | 2026-03-19 | present | Yes |
| EDWARD D. JONES & CO., L.P. | 2025-09-02 | 2026-02-18 | — |
| ALLSTATE FINANCIAL ADVISORS, LLC | 2013-02-15 | 2025-07-07 | — |
| CUSO FINANCIAL SERVICES, L.P. | 2011-05-26 | 2011-09-20 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2009-09-18 | 2011-05-12 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2009-06-26 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2007-04-25 | 2009-06-01 | — |
| VOYA FINANCIAL PARTNERS, LLC | 2006-05-05 | 2006-05-16 | — |
| MSI FINANCIAL SERVICES, INC. | 2005-10-14 | 2006-03-29 | — |
| VALIC FINANCIAL ADVISORS, INC. | 2004-08-12 | 2004-09-28 | — |