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Joshua David Davis

BASELINE PARTNERS LLC·MESA, Arizona
Series 7, Series 63, Series 65Clean recordBASELINE PARTNERS LLC
1819 E SOUTHERN AVE., MESA, AZ 85204CRD# 5156289Firm CRD# 301762

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua David Davis · MESA, AZ
Registration
CRD #5156289 · BASELINE PARTNERS LLC
Brand Profile
Not yet started
01

Career History

CERITY PARTNERS LLC
Apr 2026 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · April 16, 2026
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BASELINE PARTNERS LLC
CRD 301762 · SEC 801-127224
AUM
$143M
Regulatory assets under management
Employees
11
2 client accounts
Services offered by BASELINE PARTNERS LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at BASELINE PARTNERS LLC →
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05

Frequently Asked Questions

What services does Joshua David Davis offer?
Joshua David Davis specializes in Retirement Planning. Contact their office in MESA, Arizona for a consultation.
What are Joshua David Davis's credentials?
Joshua David Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua David Davis located?
Joshua David Davis is based in MESA, Arizona, working with BASELINE PARTNERS LLC. Their office serves clients in the MESA metropolitan area and surrounding communities.
How does Joshua David Davis charge for services?
Joshua David Davis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BASELINE PARTNERS LLC?
BASELINE PARTNERS LLC has approximately 11 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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