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David Lawrence Conover

CRD# 2270362·Registered 1992 - 2018
Previously Registered: Being a previously registered professional could mean that David 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.

Professional Summary

David Lawrence Conover, who also goes by David L Conover, was a registered financial advisor. David was a previously registered financial professional and started their career in finance 1992 - 2018. David had worked at 4 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 24 and Series 8 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

David L Conover

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

34 years in the financial services industry

Current & Past Employments

EVERBANK WEALTH MANAGEMENT·CRD# 154237
RIA
Jacksonville, FL
April 28, 2011 - February 22, 2018
EVERTRADE DIRECT BROKERAGE, INC.·CRD# 47388
BD
St. Louis, MO
May 22, 2006 - December 11, 2018
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
St. Louis, MO
July 7, 2004 - January 3, 2005
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Jacksonville, FL
June 21, 2004 - June 28, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Fort Wayne, IN
December 15, 1998 - September 8, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
September 4, 1992 - September 8, 2003

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Current Firm

EW
EVERBANK WEALTH MANAGEMENT

EVERBANK WEALTH MANAGEMENT | EVERBANK WEALTH MANAGEMENT, INC.

CRD#: 154237 / SEC#: 801-71589

Contact Information

Main Address

301 W. Bay Street, Jacksonville, FL 32202

Documents

Latest Form ADV

Part 2 Brochures

EVERBANK WEALTH MANAGEMENT BROCHURE APRIL 2017 (4/7/2017)

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2011About the Series 66 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 1998About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1992About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 1992About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Apr 2013About the Series 24 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Jun 1994

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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