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Vickie L. Davis

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CRD#: 1872387
VD

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.

Vickie Lynne Davis, who also goes by Kreie Davis, VIckie Lynne Davislayer, Vickie Lynne Layer, was a registered financial professional .

Vickie is a previously registered financial professional and started their career in finance in 1988. Vickie had worked at 8 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kreie Davis | Vickie Lynne Davislayer | Vickie Lynne Layer

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

April 14, 1993 - October 19, 1993

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
Past

October 22, 1991 - July 2, 1992

FIRST NEW ENGLAND SECURITIES CORPORATION

BD
CRD#: 7107
Past

August 28, 1991 - October 1, 1991

CENPAC SECURITIES CORP.

BD
CRD#: 16089
Past

February 4, 1991 - July 9, 1991

BILTMORE SECURITIES, INC.

BD
CRD#: 25023
Past

July 18, 1990 - February 25, 1991

MALONE & ASSOCIATES, INC.

BD
CRD#: 10412
Past

January 9, 1990 - May 25, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

September 19, 1989 - January 11, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

December 20, 1988 - October 2, 1989

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096

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: 1/6/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


BC
BARRON CHASE SECURITIES, INC.
BARRON CHASE SECURITIES, INC.

CRD#: 18969 / SEC#: , 8-37107

BD
Terminated by SEC on 01/20/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 11/07/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CONTINENTAL FINANCIALOWNER
AIELLO, PHILIP JOHN JRV.P.2214889
ANDOLPHO, PETER DONALD JRV.P.2034938
BLUNDELL, ROGER JAMESV.P.2228388
COLLURA, ANTHONY BURKEV.P.1212502
CRISTIANO, GENNARO JERRYV.P.
FEINMEL, HOWARDCHEIF COMPLIANCE OFFICER CCO1330613
GALLEGOS, CRAIG STEVENV.P.2026646
GRIMM, KENTON EDWARDV.P.1474702
HAFEZI, KIOUMARSV.P1725946
HERMAN, BRIAN MARCUSV.P.1927274
KIRK, ROBERT THOMASCEO1204425
KLEIN, JAY ALANCFO / FINOP3233468
LIMA, MARIE SANTAV.P.2727745
LOCKHART, ROGER DEANV.P.1581173
MACKLE, DANIEL JOSEPH SRV.P.2239531
MEDRANO, PAUL DEANV.P.1550449
NOLE, JOHN ANTHONYV.P.1609191
OHALLORAN, DANIEL PATRICKV.P.1391521
OREILLY, RICHARD DONLONV.P.845839
ORLANDO, JOHN ANTHONYV.P2002197
PARSI, JOEY AMIRV.P.1933342
PETRUSHA, MICHAEL EDWARDV.P.1690224

Disclosures


Regulatory Event13
Civil Event2
Arbitration29

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


BARRON CHASE SECURITIES, INC.

CRD#: 18969

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