Joel L. Davis
Professional summary
Joel L Davis, who also goes by Joel L Davis Jr, Joel Davis, Joell L Davis, is a registered financial professional currently at GREEN PIER FINTECH LLC located in New York City, New York.
Joel is registered as a RR (Registered Representative) and started their career in finance in 2012. Joel has worked at 4 firms and has passed the SIE and Series 99 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Joel L Davis's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 11, 2025 - Present
GREEN PIER FINTECH LLC
Office #1: 640 Fifth Avenue, New York City, NY 10019-6102October 1, 2016 - March 23, 2025
J.P. MORGAN SECURITIES LLC
February 9, 2015 - October 1, 2016
J.P. MORGAN CLEARING CORP.
September 18, 2012 - March 6, 2014
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current Firm
GREEN PIER FINTECH LLC
CRD#: 313305 / SEC#: , 8-70700
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIDELITY GLOBAL BROKERAGE GROUP, INC. | MEMBER | |
| DESJOURDY, BRIAN | VP STRATEGY | 2520622 |
| HOLMES, GARY | CHIEF COMPLIANCE OFFICER | 3171812 |
| MORAN, EDWARD MICHAEL | PRINCIPAL OPERATIONS OFFICER | 1273715 |
| PRICE, MATTHEW | CHIEF EXECUTIVE OFFICER | 1417511 |
| SMITH, JORDAN | PRINCIPAL FINANCIAL OFFICER | 6534026 |
| WEAVER, BRYAN ROBERT | CHIEF LEGAL OFFICER | 2933941 |
Red Flags
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