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Cheryl Adair Davidson

CRD# 2765237·Registered 1996 - 2015
Previously Registered: Being a previously registered professional could mean that Cheryl 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

Cheryl Adair Davidson, who also goes by Cheryl Jeanne Adair, Cheryl Adair Arnett, Cheryl Adair Julian, was a registered financial advisor. Cheryl was a previously registered financial professional and started their career in finance 1996 - 2015. Cheryl had worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 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

Cheryl Jeanne Adair, Cheryl Adair Arnett, Cheryl Adair Julian

Blog Corner

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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

30 years in the financial services industry

Current & Past Employments

Past

HEWLETT DAVIDSON POWELL, LLCPast·CRD# 128612
RIA
Birmingham, AL
January 27, 2004 - February 13, 2015
RAYMOND JAMES FINANCIAL SERVICES, INC.Past·CRD# 6694
BD
Birmingham, AL
April 24, 2000 - January 13, 2015
RAYMOND JAMES FINANCIAL SERVICES, INC.Past·CRD# 6694
RIA
Birmingham, AL
May 12, 2000 - January 22, 2004
PRUDENTIAL EQUITY GROUP, LLCPast·CRD# 7471
BD
New York, NY
July 11, 1996 - April 28, 2000

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Current Firm

HD
HEWLETT DAVIDSON POWELL, LLC

HEWLETT DAVIDSON & ASSOCIATES, LLC | HEWLETT DAVIDSON POWELL, LLC

CRD#: 128612 / SEC#: 801-70078

Contact Information

Main Address

4960 Valleydale Road Suite 200, Birmingham, AL 35242

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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 65 — Uniform Investment Adviser Law Examination

Passed Jul 1996About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1996About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Jan 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 1996About the Series 7 exam

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CRS (Client Relationship Summary)

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

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