JD
Joshua David Davis
CRD 5156289
Firms
| Firm | Role | As of |
|---|---|---|
| Cerity Partners Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Baseline Partners Llc
Member · GP / trustee / elected manager · Jan 2024
-
Baseline Partners Llc
Partner · Less than 5% · Jan 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗