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SD

Sharon J. Davis-edwards

MCDONNAUGH SECURITIES LLC
Baldwin, NY 11510
Some features on this profile are disabled
CRD#: 1069474
SD

Professional summary

Sharon Johnetta Davis-edwards, who also goes by Sharon Johnetta Davis, is a registered financial professional currently at MCDONNAUGH SECURITIES LLC located in Baldwin, New York.

Sharon is registered as a RR (Registered Representative) and started their career in finance in 1982. Sharon has worked at 6 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Sharon Johnetta Davis

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.
NAME OF ENTITY: Anthony Izzo; Yes; 1 HUNTINGTON QUADRANGLE; MELVILLE; NY; 11747; insurance services; consultant; 1/1/2008; 50; 50; consultant NAME OF ENTITY:ADP; No; 42-40 BELL BLVD BAYSIDE NY 11361; BAYSIDE; NY; 11361; EMPLOYEE BENEFITS SALE; BROKER; 2/1/2018; 20; 10; COORDINATE EMPLOYEE BENEFIT ENROLLMENTS|NAME OF ENTITY:SJ Edwards, INC; Yes; PO BOX 7129; FREEPORT; NY; 11520; life insurance, health insurance, fixed annuities; CEO; 6/19/2006; 120; 120; providing life, health and fixed annuities insurance products to clients and potential customers NAME OF ENTITY: Independent Insurance Agent; Yes; 140 S LONG BEACH AVE LOWER LEVEL; FREEPORT; NY; 11520; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 9/29/2015; 160; 160; SALES FIXED INSURANCE PRODUCTS|NAME OF ENTITY:INTERNAL REVENUE SERVICE CAA PROGRAM; No; 3651 S IH 35; AUSTIN; TX; 78741; TAX ID PREPARATION; CERTIFIED ACCEPTANCE AGENT; 3/20/2018; 10; 0; 0; VOLUNTARY EMPLOYEE BENEFITS TERM LIFE, U.L. WHOLE LIFE, CRITICAL ILLNESS, CANCER MEDICAL BRIDGE,ACC.DISABILITY; DISTRICT GENERAL AGT. FOR COLONIAL LIFE; 7/20/2010; 20; 10; SUPPORTING LOCAL REPS AND BROKERS, SETTING UP AND MONITORING VOLUNTARY BENEFIT ENROLLMENTS FOR BUSINESS.COMPENSATION BASED ON OVERRIDES ON VOL.EMPL BENEFITS IN SEC # 3 OF OBA FORM. |NAME OF ENTITY.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Sharon Johnetta Davis-edwards's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

July 30, 2025 - Present

MCDONNAUGH SECURITIES LLC

Office #1: 2425 Grand Ave., Baldwin, NY 11510
BD
CRD#: 290233
Baldwin, NY
Past

January 25, 2023 - February 24, 2025

MCDONNAUGH SECURITIES LLC

BD
CRD#: 290233
BALDWIN, NY
Past

January 3, 2011 - April 5, 2023

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
Merrick, NY
Past

January 3, 2011 - April 5, 2023

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
Merrick, NY
Past

April 26, 2007 - January 3, 2011

VOYA FINANCIAL PARTNERS, LLC

RIA
CRD#: 34815
FREEPORT, NY
Past

April 26, 2007 - January 3, 2011

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

September 17, 2001 - April 25, 2007

NORTH RIDGE SECURITIES CORP.

BD
CRD#: 27098
MELVILLE, NY
Past

October 15, 1993 - September 27, 2001

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

April 11, 1984 - October 15, 1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
HARTFORD, CT
Past

November 18, 1982 - April 11, 1984

SIGNATOR INVESTORS, INC.

BD
CRD#: 468

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Maryland
(10/23/2025)
RR
New Jersey
(7/30/2025)
RR
New York
(7/30/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/10/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/13/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 7/30/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/28/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/5/1982
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MS
MCDONNAUGH SECURITIES LLC
DELPHIN MCDONNAUGH SECURITIES LLC | MCDONNAUGH SECURITIES LLC

CRD#: 290233 / SEC#: , 8-70018

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information

Main Address
2425 Grand Ave., Baldwin, NY 11510
Mailing Address
Po Box 203, Baldwin, NY 11510
Phone number
(516) 442-1071
Established
Delaware since 07/02/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MCDONNAUGH, ANDRE IANCEO/CCO1446177
BACH, KRISTINAFINOP4281682

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

MCDONNAUGH SECURITIES LLC

CRD#: 290233Baldwin, NY 11510

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Contact information

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