Joseph Davis, financial advisor Highlands Ranch CO

Joseph Davis

CRD Number: 7823374
Current Firm: Tree Line Strategy Group LLC

Joseph Davis (CRD# 7823374) is an Investment Advisor Representative working at Tree Line Strategy Group LLC in Highlands Ranch, CO and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Tree Line Strategy Group LLC Highlands Ranch, CO Aug 2023 - Current < 1
Unemployed Highlands Ranch, CO Apr 2023 - Jul 2023 < 1
The Coca-cola Company Atlanta, GA May 2013 - Mar 2023 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2023
Contact Info for Joseph J. Davis
Phone Number: 720-618-1206
Registered State(s):
  • CO
  • GA
Current Firm Details
Tree Line Strategy Group LLC
Firm's CRD Number: 328354
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, GA

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