Gary Davis has been Member Owner / Chief Compliance Officer of Columbia Benefits since March 2002, is a control person of the firm and directly owns 75% or more of it.
Columbia Benefits, LLC is a Denver, CO firm with $116M under management, 138 clients and 1 adviser in one office, as of its March 2026 filing.
Gary P. Davis is Advisor, President and Member of Columbia Benefits, LLC. Davis specializes in employee benefits, retirement planning, wealth management, insurance, financial planning and estate planning, and has been specializing in financial services since 1982.
Gary Davis’ longest registration is the current one, 19 years at Columbia Benefits since 2007. Before joining Columbia Benefits in 2007, Gary Davis was registered through Brookstreet Capital Management.
- Columbia Benefits, LLCCurrent– present · 19 yearsCentennial, CO · Adviser representative · Firm CRD 132261
- Brookstreet Capital Management– · 2 yearsCentennial, CO · Adviser representative · Firm CRD 14667
Professional designations
Listed by Columbia Benefits
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Registered Health Underwriter (RHU®)
Investment adviser representative registrations
Gary Davis is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from April 2017; the most recent is Wyoming, in November 2017.
- TexasResidentSince 24 April 2017
- WyomingSince 28 November 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 23 March 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 June 1997 |
| Series 7 | General Securities Representative Examination | 9 December 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 May 1984 |
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gary Paul Davis
- CRD
- 1241738
- Firm
- Columbia Benefits · CRD 132261
- Role
- Member Owner / Chief Compliance Officer
- Office
- 7200 S. ALTON WAY, SUITE B-210, Centennial, CO 80112
- Registration
- Investment adviser registration
- In the industry since
- October 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cbadvisors.com
Where does Gary Davis work?
Gary Davis has been Member Owner / Chief Compliance Officer of Columbia Benefits, LLC since March 2002, and is a control person of the firm.
Is Gary Davis a financial advisor?
Yes. Gary Davis has a current investment-adviser registration in Texas and Wyoming, through Columbia Benefits since August 2007.
How many years of experience does Gary Davis have?
Gary Davis has 21 years in the financial industry, since October 2004, across 2 adviser firms.
What exams has Gary Davis passed?
Gary Davis has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 24. The earliest, the Series 6, was passed in May 1984.
Where did Gary Davis work before Columbia Benefits?
Before Columbia Benefits, Gary Davis was registered through Brookstreet Capital Management, October 2004 to July 2007.
Where is Gary Davis based?
Gary Davis’ registered office is in Centennial, CO.
Is Gary Davis registered with FINRA?
No. Gary Davis has no current broker registration.
How can I verify Gary Davis’ record?
Search CRD 1241738 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gary Davis’ full registration record.