Kamella Davis has been CCO of Flaharty Asset Management since November 2025, is a control person of the firm and directly owns under 5% of it.
Flaharty Asset Management, LLC is a Clearwater, FL firm with $902M under management, 1,130 clients and 9 advisers across 2 offices, as of its March 2026 filing.
Kamella Davis’ longest registration was 8 years at Wells Fargo Clearing Services, LLC (2014–2022). Before joining Flaharty Asset Management in 2026, Kamella Davis was registered through Morgan Stanley and Wells Fargo Clearing Services, LLC.
- Modern Wealth Management, LLCAlso current– present · under a yearClearwater, FL · Adviser representative · Firm CRD 324624
- – present · under a yearClearwater, FL · Adviser representative · Firm CRD 168495
- Morgan Stanley– · 2 yearsTampa, FL · Adviser representative · Firm CRD 149777
- Wells Fargo Clearing Services, LLC– · 8 yearsSt. Louis, MO · Adviser representative · Firm CRD 19616
- Wells Fargo Advisors Financial Network, LLC– · 4 yearsSt. Louis, MO · Adviser representative · Firm CRD 11025
- Banc of America Investment Services, Inc.– · under a yearSt Louis, MO · Adviser representative · Firm CRD 16361
Investment adviser representative registrations
Kamella Davis is registered as an investment adviser representative in Florida, since January 2026.
- FloridaSince 8 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 3 | National Commodity Futures Examination | 22 December 2011 |
| Series 66 | Uniform Combined State Law Examination | 7 March 2008 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 18 February 2000 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 27 January 2000 |
| Series 24 | General Securities Principal Examination | 22 December 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 July 1997 |
| Series 7 | General Securities Representative Examination | 7 July 1997 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kamella Lynn Davis
- CRD
- 2831913
- Firm
- Flaharty Asset Management · CRD 168495
- Role
- CCO
- Office
- 311 PARK PLACE BLVD., SUITE 150, Clearwater, FL 33759
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1998
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Kamella Davis work?
Kamella Davis has been CCO of Flaharty Asset Management, LLC since November 2025, and is a control person of the firm.
Is Kamella Davis a financial advisor?
Yes. Kamella Davis has a current investment-adviser registration in Florida, through Flaharty Asset Management since January 2026.
How many years of experience does Kamella Davis have?
Kamella Davis has 28 years in the financial industry, since May 1998, across 6 adviser firms.
What exams has Kamella Davis passed?
Kamella Davis has passed 8 licensing exams: the Series 7, Series 63, Series 24, Series 10, Series 9, Series 66, Series 3 and Series 99TO. The earliest, the Series 7, was passed in July 1997. FINRA credited Kamella Davis with the SIE, which began in October 2018.
Where did Kamella Davis work before Flaharty Asset Management?
Before Flaharty Asset Management, Kamella Davis was registered through Morgan Stanley, August 2022 to June 2025; Wells Fargo Clearing Services, LLC, April 2014 to June 2022; Wells Fargo Advisors Financial Network, LLC, May 2009 to April 2014; Banc of America Investment Services, Inc., March 2008 to March 2009.
Where is Kamella Davis based?
Kamella Davis’ registered office is in Clearwater, FL.
Is Kamella Davis registered with FINRA?
Yes. Kamella Davis has a current broker registration, under CRD 2831913.
Source: FINRA BrokerCheck
How can I verify Kamella Davis’ record?
Search CRD 2831913 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kamella Davis’ full registration record.