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BD

Barry M. Davey

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CRD#: 1037931
BD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Barry Mike Davey, who also goes by B Mike Davey, was a registered financial professional .

Barry is a previously registered financial professional and started their career in finance in 1982. Barry had worked at 8 firms and has passed the Series 63, SIE, Series 55, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


B Mike Davey

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 27, 2014 - October 21, 2016

CFG CAPITAL MARKETS, LLC

BD
CRD#: 39468
BALTIMORE, MD
Past

July 1, 2003 - December 3, 2012

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
CHARLOTTE, NC
Past

February 28, 2002 - July 1, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

June 14, 1999 - February 27, 2002

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

September 1, 1997 - June 14, 1999

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

December 5, 1984 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

July 26, 1984 - September 15, 1984

BECKER PARIBAS INCORPORATED

BD
CRD#: 7635
Past

August 10, 1982 - August 8, 1984

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/10/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 2/6/2004
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CC
CFG CAPITAL MARKETS, LLC
CFG CAPITAL MARKETS, LLC | IPEX, LLC | INTELLECTUAL CAPITAL SECURITIES, LLC | INCAP SECURITIES, LLC | HAVENWOOD CAPITAL MARKETS, LLC

CRD#: 39468 / SEC#: , 8-48726

BD
Terminated by SEC on 09/30/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 09/06/1995
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CAPITAL FUNDING GROUP, INC.SOLE OWNER
MCCABE, EDWARD ANTHONYCCO/FINOP1252538
RAST, KEVIN PAULEXECUTIVE MANAGING DIRECTOR, CEO,1350998

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CFG CAPITAL MARKETS, LLC

CRD#: 39468

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