Matthew Davis has been Chief Investment Officer of Argent Wealth since January 2021, is not listed as a control person, but directly owns under 5% of the firm. Matthew Davis holds a Bachelor of Business Administration from the University of Mississippi and an MBA from the College of William & Mary.
Argent Wealth, LLC is a Ridgeland, MS firm with $487M under management, 470 clients and 6 advisers in one office, as of its March 2026 filing.
Reid Davis is Chief Investment Officer & Senior Wealth Management Advisor of Argent Wealth. Before joining Argent Wealth (formerly Pinnacle Wealth), he spent four years as a member of a regional advisory group focusing on bank mergers and acquisitions. He has also served as an Equity Research Associate for a regional brokerage firm covering the Specialty Finance Sector.
- Argent Wealth, LLCCurrent– present · 5 yearsRidgeland, MS · Adviser representative · Firm CRD 311685
Investment adviser representative registrations
Matthew Davis is registered as an investment adviser representative in Mississippi, since March 2021.
- MississippiSince 5 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 February 2021 |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 1 August 2008 |
| Series 86 | Research Analyst Exam - Part I Analysis Module | 22 July 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 July 2008 |
| Series 7 | General Securities Representative Examination | 27 June 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Research Analyst Exam - Part I Analysis Module
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Reid Davis
- CRD
- 5542559
- Firm
- Argent Wealth · CRD 311685
- Role
- Chief Investment Officer
- Office
- 1020 HIGHLAND COLONY PARKWAY, SUITE 603, Ridgeland, MS 39157
- Registration
- Investment adviser registration
- In the industry since
- March 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- myargentwealth.com
Where does Matthew Davis work?
Matthew Davis has been Chief Investment Officer of Argent Wealth, LLC since January 2021.
Is Matthew Davis a financial advisor?
Yes. Matthew Davis has a current investment-adviser registration in Mississippi, through Argent Wealth since March 2021.
How many years of experience does Matthew Davis have?
Matthew Davis has 5 years in the financial industry, since March 2021, across 1 adviser firm.
What exams has Matthew Davis passed?
Matthew Davis has passed 5 licensing exams: the Series 7, Series 63, Series 86, Series 87 and Series 65. The earliest, the Series 7, was passed in June 2008.
Where is Matthew Davis based?
Matthew Davis’ registered office is in Ridgeland, MS.
Is Matthew Davis registered with FINRA?
No. Matthew Davis has no current broker registration.
How can I verify Matthew Davis’ record?
Search CRD 5542559 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Davis’ full registration record.
