Profile
Joshua Stephen Davis worked as a Principal at Wachovia Securities LLC and Scottrade Financial Services, Inc. He was also a Financial Planner at Castle Wealth Management LLC from 2011 to 2017.
He obtained an undergraduate degree from Azusa Pacific University.
Former positions of Josh Davis
| Companies | Position | End |
|---|---|---|
Castle Wealth Management LLC
 Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities. | Portfolio Manager-Equities | 2016-12-31 |
Scottrade Financial Services, Inc.
 Scottrade Financial Services, Inc. Investment Banks/BrokersFinance Scottrade Financial Services, Inc. provides brokerage services. It offers investment products, online trading platforms, and market research tools to help self-directed investors make their own investing decisions. The company was founded by Rodger O. Riney on March 17, 2009 and is headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Training of Josh Davis
| Azusa Pacific University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Castle Wealth Management LLC
Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Scottrade Financial Services, Inc.
Scottrade Financial Services, Inc. Investment Banks/BrokersFinance Scottrade Financial Services, Inc. provides brokerage services. It offers investment products, online trading platforms, and market research tools to help self-directed investors make their own investing decisions. The company was founded by Rodger O. Riney on March 17, 2009 and is headquartered in St. Louis, MO. | Finance |
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