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DD

David S. Davidson

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CRD#: 1212799
DD

Professional summary


David Stewart Davidson was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

David is a previously registered financial professional and started their career in finance in 1983. Prior to being barred, David had worked at 7 firms, which includes D.L. CROMWELL INVESTMENTS INC., COLIN WINTHROP & CO. INC., GRUNTAL & CO. L.L.C., LEHMAN BROTHERS INC., R.H.DAMON & CO. INC., F.N. WOLF & CO. INC., BROADCHILD SECURITIES CORP..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David S Davidson

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 20, 1995 - April 17, 2003

D.L. CROMWELL INVESTMENTS, INC.

BD
CRD#: 37730
BOCA RATON, FL
Past

July 25, 1994 - November 10, 1995

COLIN WINTHROP & CO., INC.

BD
CRD#: 26012
JERICHO, NY
Past

January 14, 1992 - July 8, 1994

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

March 3, 1991 - January 15, 1992

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

December 16, 1988 - February 1, 1991

R.H.DAMON & CO., INC.

BD
CRD#: 23091
Past

April 10, 1986 - December 31, 1988

F.N. WOLF & CO., INC.

BD
CRD#: 13051
Past

November 22, 1983 - April 18, 1986

BROADCHILD SECURITIES CORP.

BD
CRD#: 7702

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: 12/2/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


DC
D.L. CROMWELL INVESTMENTS, INC.
D.L. CROMWELL INVESTMENTS, INC.

CRD#: 37730 / SEC#: , 8-47938

BD
Cancelled by SEC on 10/09/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 12/05/1994
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
D.L. CROMWELL & CO., LLCSHAREHOLDER
BEIRNE, LLOYD SYLVESTER MARTINMUNI PRINCIPAL/CCO/PRESIDENT/FINOP1982417
DAVIDSON, DAVID STEWARTCHAIRMAN1212799
GREENWALD, MATTHEWSROP/CROP229262

Disclosures


Regulatory Event11
Arbitration6

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


D.L. CROMWELL INVESTMENTS, INC.

CRD#: 37730

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