Patrick R. Davidson

FIRST SECURITY CAPITAL

NAMPA, ID

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CRD#: 2037495

Professional summary

Patrick Ray Davidson is a registered financial advisor currently at FIRST SECURITY CAPITAL, LLC located in Nampa, Idaho.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Patrick has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Life Insurance sales to Non IAR/RIA clients. Life insurance is done in the name of Patrick R Davidson and/or Provident Financial Services ( as dba). The address of the Life Insurance Sales is 16600 Cardinal Loop, Nampa, Idaho, 83687. The nature of the business is providing insurance as a protection to business's and families, and is non-invesment related. I am the owner and Registered Insurance agent of this business. I started this business in February, 1985. I devote approx. 80 hours per month in this business. I estimate that I devote 20 hours per per month during securities trading hours. In addition : I am the President of a Corporation that underwrites Real Estate collateralized Bridge Loans. The nature of this business involves assessing the risk of Real Estate collateral and then loaning money to borrowers, if the risk and estimated return satisfies our underwriting standards. I started this business in approximately 1995-1998. I spend approximately 40 hours per month in this business, with approximately 10 hours spent during securities trading hours. This business is not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Ray Davidson's 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

June 17, 2024 - Present

FIRST SECURITY CAPITAL, LLC

RIA

CRD#: 289728

NAMPA, ID

Past

April 6, 2000 - January 18, 2001

UNITED HERITAGE FINANCIAL SERVICES, INC.

CRD#: 35316

MERIDIAN, ID

Past

April 1, 1996 - March 20, 2000

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

September 28, 1994 - February 28, 1996

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

July 1, 1993 - September 27, 1994

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

June 24, 1992 - July 1, 1993

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

July 20, 1990 - October 22, 1991

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(6/17/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/21/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/5/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 7/7/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FIRST SECURITY CAPITAL, LLC

DAVIDSON, PATRICK R | PROVIDENT FINANCIAL SERVICES | FIRST SECURITY CAPITAL, LLC. | FIRST SECURITY CAPITAL, LLC

CRD#: 289728 / SEC#:

Idaho

Registered Investment Advisory firm - (5/1/2018 Approved)

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Contact information

Main Address

Nampa, ID

Mailing Address

Phone number

(208) 465-6366

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 450,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Patrick R. Davidson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Ray Davidson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST SECURITY CAPITAL, LLC

UNITED HERITAGE FINANCIAL SERVICES, INC.

AMERITAS INVESTMENT COMPANY, LLC

1717 CAPITAL MANAGEMENT COMPANY

SECURITIES AMERICA, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/21/2017

Series 63

Date: 5/5/1990

Series 6

Date: 7/7/1990

Current Firm

FIRST SECURITY CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIRST SECURITY CAPITAL, LLC

TRUST BUT VERIFY

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