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Tammy Sharonne Davis

FIRST PUBLIC
AUSTIN, TX
·CRD# 2300858·26 years experience

Professional Summary

Tammy Sharonne Davis, who also goes by Tammy Sharonne Calhoun, Tammy Calhoun, Tammy S Turner, Tammy Sharonne Turner, is a registered financial advisor currently at FIRST PUBLIC, LLC located in Austin, Texas. Tammy is registered as a RR (Registered Representative) and started their career in finance in 2000. Tammy has worked at 6 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 14, Series 53 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tammy Sharonne Calhoun, Tammy Calhoun, Tammy S Turner, Tammy Sharonne Turner

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

26 years in the financial services industry

Current & Past Employments

FIRST PUBLIC, LLC·CRD# 128180
BD
12007 Research Blvd, Austin, TX 78759
March 31, 2015 - Present
OSAIC FA, INC.·CRD# 3978
RIA
Glastonbury, CT
February 5, 2004 - February 25, 2015
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
Fort Wayne, IN
February 5, 2004 - June 12, 2006
OSAIC FA, INC.·CRD# 3978
BD
Glastonbury, CT
February 5, 2004 - February 25, 2015
VERAVEST INVESTMENT ADVISORS, INC.·CRD# 105796
RIA
Glastonbury, CT
October 2, 2003 - January 12, 2004
VERAVEST INVESTMENTS, INC.·CRD# 3960
BD
Worcester, MA
December 11, 2002 - January 21, 2004
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
El Segundo, CA
November 8, 2000 - November 25, 2002

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Current Firm

FP
FIRST PUBLIC, LLC

FIRST PUBLIC, LLC | TASB FINANCIAL SERVICES, LLC

CRD#: 128180 / SEC#: 8-66105
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

12007 Research Blvd, Austin, TX 78759

Mailing Address

12007 Research Blvd, Austin, TX 78759

Phone Number

(512) 467-3655

Established

Texas since 05/14/2003

Firm Type

Limited Liability Company

Fiscal Year End

August

Firm Size

Small

FINRA licenses (3 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
TEXAS ASSOCIATION OF SCHOOL BOARDS, INC.SOLE MEMBER—
CAMPBELL, ROBERT NMNFINOP, & PFO1349154
DAVIS, TAMMY SHARONNECHIEF COMPLIANCE OFFICER2300858
MASTRODICASA, WILLIAM GERALDMANAGING DIRECTOR, REGISTERED PRINCIPAL, MUNICIPAL PRINCIPAL, COO, POO2311849

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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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(8/26/2024)
RR
New York
(1/12/2025)
RR
Texas
(5/6/2015)

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 Apr 2001About the Series 66 exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2000About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 53 — Municipal Securities Principal Examination

Passed May 2015About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed Aug 2001About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Tammy Sharonne Davis's CRS (Customer Relationship Summary).

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