Nathaniel Todd Davis
Investment Adviser Representative at Victory Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nathaniel Todd Davis is an investment adviser representative with Victory Financial in Plano, TX, where they have been registered since 2024. They have worked in the securities industry since 2024 and were previously registered with Sagespring Wealth Partners. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James Financial Services, Inc.Jan 2024 – Oct 2024Frisco, TX
- UnemployedAug 2023 – Dec 2023Allen, TX
- AlteryxJul 2023 – Aug 2023Allen, TX
- Christian Brothers AutomotiveMay 2023 – Jul 2023McKinney, TX
- Full-Time StudentDec 2022 – May 2023Lubbock, TX
- Red Feather Golf & Social ClubAug 2022 – Sep 2022Lubbock, TX
- AlteryxMay 2022 – Aug 2022Plano, TX
- Chick-Fil-ASep 2020 – Apr 2022Lubbock, TX
- Christian Brothers AutomotiveDec 2020 – Jan 2022McKinney, TX
- Sam's ClubMay 2020 – Aug 2020Plano, TX
- Honey Baked Ham CompanyDec 2019 – Apr 2020Frisco, TX
- Full-Time StudentAug 2019 – Dec 2019Lubbock, TX
- Central Security Life InsuranceMay 2019 – Aug 2019Richardson, TX
- Full-Time StudentApr 2019 – May 2019Allen, TX
- City of Allen - Don Rodenbaugh NatatoriumNov 2017 – Mar 2019Allen, TX
- La Finca ChiquitaAug 2017 – Oct 2017Allen, TX
- Texas WedgeOct 2022 – Dec 2022Lubbock, TX
- Full-Time StudentDec 2013 – Jul 2017Allen, TX
- SageSpring Wealth PartnersJan 2024 – Oct 2024Frisco, TX
- Victory Financial GroupOct 2024 – no end date reportedAustin, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Victory Financial
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 49
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Austin, TX
- SEC file number:
- 801-127385
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 9, 2026
View full firm profileOther advisors at Victory Financial
Showing 12 of 49 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathaniel Todd Davis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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