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WD

William J. Davis

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CRD#: 1155193
WD

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.

William Joseph Davis III, who also goes by William Joseph Davis, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1984. William had worked at 11 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 52 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


William Joseph 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.
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

November 29, 2005 - February 4, 2019

TMC BONDS L.L.C.

BD
CRD#: 104507
New York, NY
Past

October 15, 2002 - November 14, 2005

W.A. CAPITAL MARKETS

BD
CRD#: 6292
NEW YORK, NY
Past

February 20, 2002 - October 15, 2002

R.W. SMITH & ASSOCIATES, LLC

BD
CRD#: 16605
JERSEY CITY, NJ
Past

December 11, 2000 - June 20, 2001

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

July 24, 2000 - August 31, 2000

MINT BROKERS

BD
CRD#: 13681
NEW YORK, NY
Past

May 29, 1990 - July 24, 2000

MUNICIPAL PARTNERS INC.

BD
CRD#: 24513
NEW YORK, NY
Past

October 23, 1989 - May 15, 1990

J.J. KENNY DRAKE, INC.

BD
CRD#: 7118
NEW YORK, NY
Past

March 3, 1987 - October 7, 1989

G.I.M.B. MUNICIPAL SECURITIES BROKER

BD
CRD#: 16016
Past

May 28, 1986 - February 17, 1987

O'BRIEN & SHEPARD, INC.

BD
CRD#: 7152
Past

April 26, 1985 - March 30, 1987

IICC - TRADECO, INC.

BD
CRD#: 13205
Past

April 3, 1984 - April 19, 1985

TITUS & DONNELLY LLC

BD
CRD#: 7033

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: 2/2/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/2/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TB
TMC BONDS L.L.C.
ICE TMC BONDS | TMC BONDS L.L.C. | TMC | THEMUNICENTER.COM | THEMUNICENTER, L.L.C.

CRD#: 104507 / SEC#: , 8-52951

BD
Terminated by SEC on 08/11/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/26/2000
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
THEDEBTCENTER, LLCSHAREHOLDER
BELL, NATHAN ANDREWFINOP6954662
NICHOLSON, MARSHALL ALLENPRESIDENT4585471
O'CONNOR, CATHERINE ANNCHIEF COMPLIANCE OFFICER4764976

Disclosures


Regulatory Event3

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


TMC BONDS L.L.C.

CRD#: 104507

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