Elisabeth Davis has been an investment adviser representative at Kingsbury Capital Investment Advisors since May 2019, and is not listed among the firm’s executive officers or direct owners.
Kingsbury Capital Investment Advisors LLC is a firm with $162M under management, 250 clients and 6 advisers across 7 offices, as of its April 2026 filing.
Elisabeth Davis’ longest registration is the current one, 7 years at Kingsbury Capital Investment Advisors since 2019. Before joining Kingsbury Capital Investment Advisors in 2019, Elisabeth Davis was registered through Cambridge Investment Research Advisors, Inc. and Independent Financial Partners.
- Osaic Advisory Services, LLCAlso current– present · under a yearAdviser representative · Firm CRD 171070
- Osaic Wealth, Inc.Also current– present · under a yearWinter Haven, FL · Adviser representative and broker · Firm CRD 23131
- – present · 7 yearsWinter Haven, FL · Adviser representative · Firm CRD 145658
- Cambridge Investment Research Advisors, Inc.– · 4 yearsOrlando, FL · Adviser representative · Firm CRD 134139
- Independent Financial Partners– · 4 yearsOrlando, FL · Adviser representative · Firm CRD 125112
- LPL Financial LLC– · 1 yearOrlando, FL · Adviser representative · Firm CRD 6413
- Delaney Financial Group– · under a yearOrlando, FL · Adviser representative · Firm CRD 148831
- Morgan Stanley Smith Barney LLC– · under a yearOrlando, FL · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · 2 yearsOrlando, FL · Adviser representative · Firm CRD 8209
- Morgan Stanley– · under a yearOrlando, FL · Adviser representative · Firm CRD 7556
- Merrill Lynch Pierce Fenner & Smith Inc.– · 4 yearsWinter Haven, FL · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Elisabeth Davis is registered as an investment adviser representative in Florida, since May 2019.
- FloridaSince 14 May 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 4 June 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 June 2001 |
| Series 7 | General Securities Representative Examination | 19 February 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Elisabeth Anne Davis
- CRD
- 3273828
- Firm
- Kingsbury Capital Investment Advisors · CRD 145658
- Office
- Winter Haven, FL
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Elisabeth Davis work?
Elisabeth Davis is an investment adviser representative registered through Kingsbury Capital Investment Advisors LLC since May 2019, and is not listed among the firm’s executive officers or direct owners.
Is Elisabeth Davis a financial advisor?
Yes. Elisabeth Davis has a current investment-adviser registration in Florida, through Kingsbury Capital Investment Advisors since May 2019.
How many years of experience does Elisabeth Davis have?
Elisabeth Davis has 25 years in the financial industry, since March 2001, across 11 adviser firms.
What exams has Elisabeth Davis passed?
Elisabeth Davis has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in February 2001. FINRA credited Elisabeth Davis with the SIE, which began in October 2018.
Where did Elisabeth Davis work before Kingsbury Capital Investment Advisors?
Before Kingsbury Capital Investment Advisors, Elisabeth Davis was registered through Cambridge Investment Research Advisors, Inc., December 2014 to March 2019; Independent Financial Partners, November 2010 to December 2014; LPL Financial LLC, March 2010 to February 2012; Delaney Financial Group, February 2010 to November 2010; Morgan Stanley Smith Barney LLC, June 2009 to February 2010; Morgan Stanley & Co. Incorporated, April 2007 to June 2009; Morgan Stanley, September 2006 to April 2007; Merrill Lynch Pierce Fenner & Smith Inc., June 2002 to August 2006.
Where is Elisabeth Davis based?
Elisabeth Davis’ registered office is in Winter Haven, FL.
Is Elisabeth Davis registered with FINRA?
Yes. Elisabeth Davis has a current broker registration, under CRD 3273828.
Source: FINRA BrokerCheck
How can I verify Elisabeth Davis’ record?
Search CRD 3273828 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Elisabeth Davis’ full registration record.