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TD

Tammy S. Davis

FIRST PUBLIC
Austin, TX 78759
Some features on this profile are disabled
CRD#: 2300858
TD

Professional summary


Tammy Sharonne Davis, who also goes by Tammy Sharonne Calhoun, Tammy Calhoun, Tammy S Turner, Tammy Sharonne Turner, is a registered financial professional 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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tammy Sharonne Calhoun | Tammy Calhoun | Tammy S Turner | Tammy Sharonne Turner

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) - BD


Click below to view Tammy Sharonne Davis'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

March 31, 2015 - Present

FIRST PUBLIC, LLC

Office #1: 12007 Research Blvd, Austin, TX 78759
BD
CRD#: 128180
Austin, TX
Past

February 5, 2004 - February 25, 2015

OSAIC FA, INC.

RIA
CRD#: 3978
GLASTONBURY, CT
Past

February 5, 2004 - June 12, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

February 5, 2004 - February 25, 2015

OSAIC FA, INC.

BD
CRD#: 3978
GLASTONBURY, CT
Past

October 2, 2003 - January 12, 2004

VERAVEST INVESTMENT ADVISORS, INC.

RIA
CRD#: 105796
GLASTONBURY, CT
Past

December 11, 2002 - January 21, 2004

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

November 8, 2000 - November 25, 2002

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(8/26/2024)
RR
New York
(1/12/2025)
RR
Texas
(5/6/2015)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/9/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

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)
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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
# of Employees

FINRA licenses (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
TEXAS ASSOCIATION OF SCHOOL BOARDS, INC.SOLE MEMBER
CAMPBELL, ROBERT NMNFINOP, POO, & PFO1349154
DAVIS, TAMMY SHARONNECHIEF COMPLIANCE OFFICER2300858
MASTRODICASA, WILLIAM GERALDMANAGING DIRECTOR, REGISTERED PRINCIPAL, MUNICIPAL PRINCIPAL, COO2311849

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


FIRST PUBLIC, LLC

CRD#: 128180Austin, TX 78759

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