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MD

Mark B. Davis

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CRD#: 1721458
MD

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.

Mark Baron Davis was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1987. Mark had worked at 12 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6, Series 4, Series 53, Series 8 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

January 28, 2014 - September 30, 2015

DEWAAY CAPITAL MANAGEMENT

RIA
CRD#: 116214
JOHNSTON, IA
Past

May 18, 2007 - October 23, 2007

INTEGRITY ALLIANCE, LLC.

RIA
CRD#: 139627
PANORA, IA
Past

May 7, 2007 - October 23, 2007

INTEGRITY ALLIANCE, LLC.

BD
CRD#: 139627
PANORA, IA
Past

March 28, 2005 - April 5, 2007

INVESTMENT ADVISORS CORP

RIA
CRD#: 117531
JOHNSTON, IA
Past

January 4, 2005 - April 5, 2007

BROKER DEALER FINANCIAL SERVICES CORP.

BD
CRD#: 8073
JOHNSTON, IA
Past

June 18, 2002 - December 2, 2004

RUAN SECURITIES CORPORATION

BD
CRD#: 16276
DES MOINES, IA
Past

January 22, 1997 - October 8, 2001

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

July 15, 1996 - January 21, 1997

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

January 3, 1994 - January 24, 1996

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

May 18, 1992 - December 31, 1993

WALL STREET ACCESS

BD
CRD#: 10012
NEW YORK, NY
Past

March 18, 1991 - May 18, 1992

UNITED PACIFIC FINANCIAL SERVICES, INC.

BD
CRD#: 21632
Past

November 27, 1990 - March 22, 1991

MARKETING ONE SECURITIES, INC.

BD
CRD#: 16611
PORTLAND, OR
Past

August 9, 1988 - November 15, 1990

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

October 26, 1987 - August 15, 1988

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

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
IAR
Series 65
Date: 1/28/2014
Uniform Investment Adviser Law Examination
State Security Law 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: 3/5/1993
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
RR
Series 24
Date: 10/18/1991
General Securities Principal Examination

Current Firm


DC
DEWAAY CAPITAL MANAGEMENT
DEWAAY ADVISORY SERVICES, INC. | DEWAAY FINANCIAL NETWORK | DEWAAY CAPITAL MANAGEMENT, INC. | DEWAAY CAPITAL MANAGEMENT

CRD#: 116214 / SEC#: 801-61161

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Contact information


Main Address
1355 50th Street Suite 500, West Des Moines, IA 50266-1619
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A- APPENDIX 1 (3/21/2017)

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


DEWAAY CAPITAL MANAGEMENT

CRD#: 116214

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