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JD

Jeffrey E. Davner

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CRD#: 2189391
JD

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.

Jeffrey Evan Davner, who also goes by Jeff Davner, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1993. Jeffrey had worked at 19 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeff Davner

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 21, 2015 - March 2, 2016

ARIVE CAPITAL MARKETS

BD
CRD#: 8060
Iselin, NJ
Past

June 18, 2014 - April 23, 2015

LEGEND SECURITIES, INC.

BD
CRD#: 44952
NEW YORK, NY
Past

March 13, 2013 - June 2, 2014

ROTHSCHILD LIEBERMAN LLC

BD
CRD#: 10030
ISELIN, NJ
Past

January 11, 2012 - April 18, 2013

OBSIDIAN FINANCIAL GROUP, LLC

BD
CRD#: 104255
NEW YORK, NY
Past

April 8, 2011 - January 6, 2012

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
ISELIN, NJ
Past

May 12, 2010 - March 7, 2011

GLOBAL ARENA CAPITAL CORP

BD
CRD#: 16871
NEW YORK, NY
Past

October 6, 2009 - June 9, 2010

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

May 14, 2009 - November 6, 2009

M BARC INVESTMENT GROUP, INC.

BD
CRD#: 41082
MIDDLETON, WI
Past

October 15, 2008 - May 5, 2009

CHICAGO INVESTMENT GROUP, LLC

RIA
CRD#: 11853
NEW YORK, NY
Past

October 15, 2008 - May 5, 2009

CHICAGO INVESTMENT GROUP, LLC

BD
CRD#: 11853
NEW YORK, NY
Past

November 19, 2004 - October 15, 2008

LEGEND ADVISORY, LLC

RIA
CRD#: 104761
PRINCETON, NJ
Past

February 21, 2002 - October 15, 2008

LEGEND EQUITIES CORPORATION

BD
CRD#: 30999
BRIDGEWATER, NJ
Past

March 21, 2001 - July 6, 2001

DALTON KENT SECURITIES GROUP, INC.

BD
CRD#: 38813
NEW YORK, NY
Past

March 21, 2001 - February 8, 2002

CAPITAL GROWTH FINANCIAL, LLC

BD
CRD#: 41040
BOCA RATON, FL
Past

January 16, 1997 - October 30, 2000

TRADE.COM ONLINE SECURITIES, INC.

BD
CRD#: 36189
NEW YORK, NY
Past

February 5, 1996 - January 6, 1997

LAIDLAW GLOBAL SECURITIES, INC.

BD
CRD#: 19018
NEW YORK, NY
Past

March 1, 1995 - February 20, 1996

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

December 13, 1993 - July 11, 1995

HANOVER, STERLING & COMPANY LTD.

BD
CRD#: 15491
NEW YORK, NY
Past

June 30, 1993 - December 7, 1993

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

June 1, 1993 - July 9, 1993

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT

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: 6/28/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AC
ARIVE CAPITAL MARKETS
ARIVE CAPITAL MARKETS | REID AND ASSOCIATES, LLC | REID AND ASSOCIATES | REID & GILMOUR

CRD#: 8060 / SEC#: , 8-43350

BD
Terminated by SEC on 07/02/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 10/01/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LIBERTY VIEW HOLDINGS LLCDIRECT OWNER
ARIVE HOLDINGS, LLCDIRECT OWNER
UNIFIED WEALTH MANAGEMENT LLCDIRECT OWNER
KRISPEAL, RAQUEL ECCO5733217
SULLIVAN, THOMAS FRANCISCFO/FINOP1145000

Disclosures


Regulatory Event3

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


ARIVE CAPITAL MARKETS

CRD#: 8060

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