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JOLYNN DAVIS
JOLYNN MARIE DAVIS, JOLYNN MARIE KOERING MRS., JOLYNN MARIE LUUKKONEN
CRD#: 4800831
IA
Investment Adviser
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Broker
CAPTRUSTCRD#: 175112 Monticello, MN
CAPFINANCIAL SECURITIES, LLC.CRD#: 126291 Monticello, MN
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2008 - 2011 (2 years)2 FIRMS2023 - Present (1 year)BEMPOWER FINANCIAL SERVICES, INC. (CRD# 13109)2021 - 2023 (2 years)BMML DISTRIBUTORS, LLC (CRD# 38030)2014 - 2021 (6 years)BMML INVESTORS SERVICES, LLC (CRD# 10409)2011 - 2014 (3 years)BNATIONAL PLANNING CORPORATION (CRD# 29604)2005 - 2007 (1 year)BSTANTON INVESTMENT SERVICES, INC. (CRD# 29462)2004 - 2005 (1 year)
License(s)

State Registrations

B
Minnesota 11/24/2023

IA
Minnesota 12/20/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
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CAPTRUST (CRD#:175112)
Monticello, MN
Registered with this firm since 12/20/2023

B
CAPFINANCIAL SECURITIES, LLC. (CRD#:126291)
Monticello, MN
Registered with this firm since 11/24/2023

Previous Registration(s)
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01/04/2021 - 06/19/2023 EMPOWER FINANCIAL SERVICES, INC. (CRD#:13109) GREENWOOD VILLAGE, CO
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05/01/2014 - 01/04/2021 MML DISTRIBUTORS, LLC (CRD#:38030) SPRINGFIELD, MA
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03/17/2011 - 05/01/2014 MML INVESTORS SERVICES, LLC (CRD#:10409) SPRINGFIELD, MA
IA
09/19/2008 - 02/22/2011 ALERUS INVESTMENT ADVISORS CORPORATION (CRD#:145129) MINNETONKA, MN
B
11/05/2008 - 02/16/2011 NATIONAL PLANNING CORPORATION (CRD#:29604) MINNETONKA, MN
B
11/11/2005 - 08/31/2007 NATIONAL PLANNING CORPORATION (CRD#:29604) PLYMOUTH, MN
B
06/03/2004 - 11/14/2005 STANTON INVESTMENT SERVICES, INC. (CRD#:29462) PLYMOUTH, MN
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.