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FD

Francis J. Davis

CLEAR STREET LLC
New York, NY 10007
Some features on this profile are disabled
CRD#: 1695970
FD

Professional summary


Francis John Davis, who also goes by Frank Davis, is a registered financial professional currently at CLEAR STREET LLC located in New York, New York.

Francis is registered as a RR (Registered Representative) and started their career in finance in 1987. Francis has worked at 8 firms and has passed the Series 63, Series 57TO, SIE, Series 7, Series 22, Series 10, Series 9, Series 8 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Frank 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) - BD


Click below to view Francis John Davis's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

July 15, 2022 - Present

CLEAR STREET LLC

Office #1: 4 World Trade Center 150 Greenwich Street 45th Floor, New York, NY, 10007
BD
CRD#: 288933
New York, NY
Past

January 23, 2004 - July 27, 2022

LEK SECURITIES CORPORATION

BD
CRD#: 33135
NEW YORK, NY
Past

October 14, 2003 - January 21, 2004

BURLINGTON CAPITAL MARKETS INC.

BD
CRD#: 26991
NEW YORK, NY
Past

July 12, 2002 - October 14, 2003

BURLINGTON CAPITAL MARKETS INC.

BD
CRD#: 26991
NEW YORK, NY
Past

April 23, 1997 - March 1, 2002

OSCAR GRUSS & SON INCORPORATED

BD
CRD#: 2091
NEW YORK, NY
Past

February 19, 1997 - March 18, 1997

SCHON-EX LLC

BD
CRD#: 32211
JERICHO, NY
Past

February 18, 1997 - March 14, 1997

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

June 1, 1992 - January 23, 1996

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

February 2, 1988 - November 8, 1988

FIRST FIDELITY CAPITAL CORP.

BD
CRD#: 17967
Past

July 22, 1987 - November 28, 1990

PRESIDENTIAL CAPITAL CORPORATION

BD
CRD#: 17815

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/15/2022)
RR
Connecticut
(7/15/2022)
RR
District of Columbia
(7/15/2022)
RR
Florida
(7/15/2022)
RR
Georgia
(7/15/2022)
RR
Louisiana
(7/15/2022)
RR
Maryland
(7/15/2022)
RR
Massachusetts
(7/15/2022)
RR
Nevada
(7/15/2022)
RR
New Jersey
(7/15/2022)
RR
New York
(7/15/2022)
RR
Puerto Rico
(7/15/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 7/7/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 11/14/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 10/17/1998
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
RR
Series 24
Date: 12/23/1997
General Securities Principal Examination
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
Long-Term Stock Exchange, Inc.
SRO Registrations
RR
MIAX PEARL, LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE National, Inc.
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


CS
CLEAR STREET LLC
CENTERPOINT SECURITIES | GLOBECS, LLC | CLEAR STREET, LLC | CLEAR STREET LLC | CLEAR STREET FUTURES

CRD#: 288933 / SEC#: , 8-69972

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
4 World Trade Center 150 Greenwich Street 45th Floor, New York, NY, 10007
Mailing Address
4 World Trade Center 150 Greenwich Street 45th Floor, New York, NY, 10007
Phone number
(646) 738-4066
Established
Delaware since 12/20/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CLEAR STREET HOLDINGS LLCSOLE CLASS A MEMBER
AUSUBEL, ELLI MARKDIRECTOR5715145
COHEN, URIEL EPHRAIMDIRECTOR4089765
HAMMERICH, DALF PAULHEAD OF SUPPORT4710381
MOCCIA, CHRISTY NOELCHIEF COMPLIANCE OFFICER4855629
OLIVEIRA, BRIANCFO/FINOP/PRINCIPAL FINANCIAL OFFICER5371120
SICKLICK, KENNETHDIRECTOR7418830
VOLZ, ANDREWDIRECTOR, CHIEF EXECUTIVE OFFICER4808674

Disclosures


Regulatory Event1
Arbitration1

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


CLEAR STREET LLC

CRD#: 288933New York, NY 10007

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