Dennis D Davis ii
Investment adviser representative at Charles Schwab & Co., Inc.
9 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
9 years in the industry.
- Charles Schwab & co., Inc.Dec 2024 to now
- UnemployedJun 2024 to Dec 2024
- Fidelity InvestmentsSep 2021 to Jun 2024
- UnemployedNov 2020 to Sep 2021
- Quicken Loans/rocket MortgageMay 2019 to Nov 2020
- UnemployedFeb 2019 to May 2019
- Michaels Stores, Inc.Mar 2018 to May 2018
- Underground Printing/ann Arbor T Shirt CompanyAug 2015 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7444052
- Firm CRD
- 5393