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Charles F. Davis

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CRD#: 1114424
CD

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.

Charles Foster Davis was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1983. Charles had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

June 10, 2015 - December 31, 2016

NOVUS WEALTH ADVISORS

RIA
CRD#: 164547
EFFINGHAM, IL
Past

May 5, 2015 - September 28, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
EFFINGHAM, IL
Past

March 3, 2006 - May 20, 2015

MOMENTUM INDEPENDENT NETWORK INC.

RIA
CRD#: 17587
EFFINGHAM, IL
Past

March 3, 2006 - May 20, 2015

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
EFFINGHAM, IL
Past

May 7, 1999 - March 2, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
EFFINGHAM, IL
Past

January 4, 1999 - March 2, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
EFFINGHAM, IL
Past

April 4, 1988 - January 4, 1999

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL
Past

April 20, 1983 - April 9, 1988

FIRST AFFILIATED SECURITIES, INC.

BD
CRD#: 6871

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
IAR
Series 65
Date: 4/24/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


NW
NOVUS WEALTH ADVISORS
HAINSWORTH WEALTH ADVISORY, CORP | NOVUS WEALTH ADVISORS, INC. | NOVUS WEALTH ADVISORS | HAINSWORTH WEALTH ADVISORY, LLC

CRD#: 164547 / SEC#:

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Contact information


Main Address
9465 Counselors Row Suite 200, Indianapolis, IN 46420
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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

Company Information


NOVUS WEALTH ADVISORS

CRD#: 164547

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