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Lisa Davis

Co-President at Hornor, Townsend & Kent in Conshohocken, PA

Investment adviser and broker registrationsUpdated

Lisa Davis is Co-President of Hornor, Townsend & Kent, LLC, an investment adviser managing $9.01B, and works from its Conshohocken, PA office. Lisa Davis has been registered as an investment adviser representative through Hornor, Townsend & Kent since 7 January 2021, has 12 years in the industry across 1 firm and has passed the Series 7, Series 24 and Series 66.

12
Years in industry
5
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 21 October 2026SEC record

Career

Lisa Davis has been Co-President of Hornor, Townsend & Kent since September 2026, is a control person of the firm and directly owns under 5% of it.

Hornor, Townsend & Kent, LLC is a Conshohocken, PA firm with $9.01B under management, 28,369 clients and 426 advisers across 251 offices, as of its September 2026 filing.

  1. – present · 5 years
    Conshohocken, PA · Adviser representative · Firm CRD 4031

Credentials and registrations

Investment adviser representative registrations

Lisa Davis is registered as an investment adviser representative in Pennsylvania, since January 2021.

  • PennsylvaniaSince 7 January 2021

Examinations

Series 6619 August 2019
Name
Uniform Combined State Law Examination
SIECredited
Name
Securities Industry Essentials Examination
Series 245 April 2014
Name
General Securities Principal Examination
Series 710 March 2014
Name
General Securities Representative Examination

Key facts

Full name
Lisa Beth Davis
CRD
5985055
Firm
Hornor, Townsend & Kent · CRD 4031
Role
Co-President
Office
161 WASHINGTON STREET, FLOOR 11, SUITE 1111, Conshohocken, PA 19428
Registration
Investment adviser and broker registrations
In the industry since
March 2014
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Lisa Davis work?

Lisa Davis has been Co-President of Hornor, Townsend & Kent, LLC since September 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 17 September 2026

Is Lisa Davis a financial advisor?

Yes. Lisa Davis has a current investment-adviser registration in Pennsylvania, through Hornor, Townsend & Kent since January 2021.

Source: IAPD individual record, checked 21 October 2026

How many years of experience does Lisa Davis have?

Lisa Davis has 12 years in the financial industry, since March 2014, across 1 adviser firm.

Source: IAPD individual record, checked 21 October 2026

What exams has Lisa Davis passed?

Lisa Davis has passed 3 licensing exams: the Series 7, Series 24 and Series 66. The earliest, the Series 7, was passed in March 2014. FINRA credited Lisa Davis with the SIE, which began in October 2018.

Source: IAPD individual record, checked 21 October 2026

Where is Lisa Davis based?

Lisa Davis’ registered office is in Conshohocken, PA.

Source: IAPD individual record, checked 21 October 2026

Is Lisa Davis registered with FINRA?

Yes. Lisa Davis has a current broker registration, under CRD 5985055.

Source: FINRA BrokerCheck

How can I verify Lisa Davis’ record?

Search CRD 5985055 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Lisa Davis’ full registration record.

Source: IAPD individual record, checked 21 October 2026

Leadership at Hornor, Townsend & Kent

Sources

  1. IAPD individual record, CRD 5985055, checked 21 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Hornor, Townsend & Kent, LLC, filed 17 September 2026. Title, control and ownership bands.