Robert Davison
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.
Robert Davison, who also goes by Robert Joseph Davison, Bob Levorchick, Robert Joseph Levorchick, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1993. Robert had worked at 12 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 18, 2013 - October 15, 2013
SOUTHEAST INVESTMENTS, N.C., INC.
January 24, 2013 - October 15, 2013
SOUTHEAST INVESTMENTS, N.C., INC.
January 9, 2012 - December 31, 2012
KMS FINANCIAL SERVICES, INC.
January 6, 2012 - December 31, 2012
KMS FINANCIAL SERVICES, INC.
July 20, 2010 - December 31, 2011
BROKERSXPRESS LLC
July 20, 2010 - December 31, 2011
BROKERSXPRESS LLC
June 3, 2009 - December 8, 2009
MM ASCEND LIFE INVESTOR SERVICES, LLC
June 2, 2009 - July 21, 2010
MM ASCEND LIFE INVESTOR SERVICES, LLC
August 1, 2003 - June 4, 2009
WALNUT STREET SECURITIES, INC.
August 1, 2003 - June 4, 2009
WALNUT STREET SECURITIES, INC.
May 23, 2003 - August 1, 2003
NATHAN & LEWIS SECURITIES, INC.
April 21, 2003 - August 1, 2003
NATHAN & LEWIS SECURITIES, INC.
October 14, 1998 - December 31, 2002
WESTMINSTER FINANCIAL SECURITIES, INC.
February 20, 1998 - September 25, 1998
A. G. EDWARDS & SONS, INC.
May 4, 1994 - February 27, 1998
FINANCIAL SQUARE PARTNERS
March 21, 1994 - May 5, 1994
IDS LIFE INSURANCE COMPANY
March 21, 1994 - May 5, 1994
AMERIPRISE FINANCIAL SERVICES, LLC
November 3, 1993 - February 1, 1994
PRUDENTIAL EQUITY GROUP, LLC
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
SOUTHEAST INVESTMENTS, N.C., INC.
CRD#: 43035 / SEC#: , 8-50127
Contact information
FINRA licenses (51 States and Territories)
Disclosures
| Regulatory Event | 3 |
| Arbitration | 3 |
Red Flags
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