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JD

John P. Davy

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CRD#: 1210867
JD

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.

John P Davy, who also goes by John Philip Davy, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1984. John had worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 22 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Philip Davy

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

March 14, 2017 - July 5, 2018

CR CAPITAL DISTRIBUTORS, LLC

BD
CRD#: 171776
Newport Beach, CA
Past

April 20, 2006 - August 11, 2015

AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

RIA
CRD#: 138756
BOSTON, MA
Past

October 20, 2004 - April 20, 2006

AMUNDI ASSET MANAGEMENT US, INC.

RIA
CRD#: 107719
BOSTON, MA
Past

July 21, 2004 - August 11, 2015

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
REDMOND, WA
Past

July 23, 1991 - October 30, 2002

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

June 12, 1990 - July 23, 1991

FIDELITY DISTRIBUTORS CORPORATION

BD
CRD#: 6848
SMITHFIELD, RI
Past

May 1, 1987 - January 16, 1990

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA
Past

April 24, 1986 - April 29, 1987

COLONIAL INVESTMENT SERVICES, INC.

BD
CRD#: 167
Past

July 16, 1984 - May 9, 1986

T. T. SECURITIES, INC.

BD
CRD#: 8117

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
IAR
Series 66
Date: 10/18/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/16/1994
General Securities Principal Examination

Current Firm


CC
CR CAPITAL DISTRIBUTORS, LLC
APT HEALTHCARE CAPITAL | CROSSROADS CAPITAL DISTRIBUTORS, LLC | CR CAPITAL DISTRIBUTORS, LLC

CRD#: 171776 / SEC#: , 8-69478

BD
Terminated by SEC on 04/02/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 08/26/2009
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BRAKOVICH, GREGORY PETERMANAGING MEMBER, EXECUTIVE REPRESENTATIVE729700
MESERVE, PHILLIP DUANEPRESIDENT, CEO & CCO1455059
SHEPHERDSON, JAMES ARDENMANAGING MEMBER714560
VOOS, VIRGINIA LAWRENCEFINOP, PFO, POO4576740

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


CR CAPITAL DISTRIBUTORS, LLC

CRD#: 171776

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