Joshua Davis has been an investment adviser representative at Moss, Luse & Womble since July 2024, and is not listed among the firm’s executive officers or direct owners.
Moss, Luse & Womble, LLC is a Plano, TX firm with $803M under management, 874 clients and 21 advisers in one office, as of its September 2026 filing.
- Moss, Luse & Womble, LLCCurrent– present · 2 yearsPlano, TX · Adviser representative · Firm CRD 152841
Investment adviser representative registrations
Joshua Davis is registered as an investment adviser representative in Texas, since July 2024.
- TexasSince 20 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 July 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7945245
- Firm
- Moss, Luse & Womble · CRD 152841
- Office
- 5160 TENNYSON PARKWAY, SUITE 2000W, Plano, TX 75024
- Registration
- Investment adviser registration
- In the industry since
- July 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshua Davis work?
Joshua Davis is an investment adviser representative registered through Moss, Luse & Womble, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Davis a financial advisor?
Yes. Joshua Davis has a current investment-adviser registration in Texas, through Moss, Luse & Womble since July 2024.
How many years of experience does Joshua Davis have?
Joshua Davis has 2 years in the financial industry, since July 2024, across 1 adviser firm.
What exams has Joshua Davis passed?
Joshua Davis passed the Series 65 in July 2024.
Where is Joshua Davis based?
Joshua Davis’ registered office is in Plano, TX.
Is Joshua Davis registered with FINRA?
No. Joshua Davis has no current broker registration.
How can I verify Joshua Davis’ record?
Search CRD 7945245 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Davis’ full registration record.
