Phillip A. Daskevich
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.
Phillip Anthony Daskevich was a registered financial professional .
Phillip is a previously registered financial professional and started their career in finance in 1992. Phillip had worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 18, 2013 - August 21, 2014
NATALLIANCE SECURITIES, LLC
October 11, 2012 - December 31, 2014
DIGILANT CAPITAL, LLC
September 30, 2009 - October 26, 2011
CANTOR FITZGERALD & CO.
January 2, 2003 - December 19, 2006
AMHERST SECURITIES GROUP, L.P.
March 13, 1995 - July 20, 1998
SPIRES FINANCIAL, L.P.
November 18, 1994 - March 13, 1995
PINNACLE FINANCIAL, INC.
December 22, 1993 - November 3, 1994
AMHERST SECURITIES GROUP, L.P.
July 16, 1992 - December 22, 1993
MMAR GROUP, INC.
January 22, 1992 - June 15, 1992
HART SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
NATALLIANCE SECURITIES, LLC
CRD#: 39455 / SEC#: , 8-48723
Contact information
FINRA licenses (46 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| NATALLIANCE HOLDING COMPANY LLC | OWNER | |
| ADAMS, JASON | BOARD MEMBER | 2690575 |
| BRENNER, ANDREW SCOTT | BOARD MEMBER | 1227535 |
| BUSH, FRED COSTON | CFO/COO | 3075024 |
| CARREON, MICHELLE ELLIS | CCO | 4861485 |
| GIORDANO, MICHAEL JAMES | BOARD MEMBER | 5942248 |
| HENDRICKSON, GEORGE ALEXANDER BROWN | BOARD MEMBER | 2382347 |
| LIEPMAN, JOHN FRANCIS | BOARD MEMBER | 2037298 |
| LOERCH, SAMUEL JAMES | BOARD MEMBER | 1195328 |
| SALTER, MARK MYLES | BOARD MEMBER/CEO/PRESIDENT | 1180139 |
| TAYLOR, BRADFORD STEPHEN | BOARD MEMBER | 5751455 |
Disclosures
| Regulatory Event | 8 |
Red Flags
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