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ED

Eric T. Davison

FORESIDE FUND SERVICES
Portland, ME 04101
Some features on this profile are disabled
CRD#: 2997080
ED

Professional summary

Eric Todd Davison, who also goes by Eric Davison, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Portland, Maine.

Eric is registered as a RR (Registered Representative) and started their career in finance in 1998. Eric has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Eric Davison

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 Eric Todd Davison's CRS (Customer Relationship Summary).
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

October 4, 2024 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 46106
Portland, ME
Past

June 6, 2023 - May 29, 2024

ATHENE SECURITIES, LLC

BD
CRD#: 36867
WEST DES MOINES, IA
Past

June 6, 2011 - May 28, 2024

GRIFFIN CAPITAL SECURITIES, LLC

BD
CRD#: 37739
EL SEGUNDO, CA
Past

February 16, 2010 - February 8, 2011

PRIORITY CAPITAL INVESTMENTS, LLC

BD
CRD#: 150215
SAN DIEGO, CA
Past

October 16, 2007 - December 17, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
CARLSBAD, CA
Past

October 16, 2007 - December 17, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
CARLSBAD, CA
Past

May 22, 2003 - October 17, 2007

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
TEMECULA, CA
Past

April 22, 2003 - October 17, 2007

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
TEMECULA, CA
Past

October 7, 2002 - March 26, 2003

NEXCORE CAPITAL, INC.

BD
CRD#: 31893
SAN DIEGO, CA
Past

May 23, 2001 - October 11, 2002

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

November 14, 1998 - May 18, 2001

CAL FED INVESTMENTS

BD
CRD#: 19631
SACRAMENTO, CA
Past

February 26, 1998 - November 14, 1998

GLENFED BROKERAGE SERVICES

BD
CRD#: 13648
GLENDALE, 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
California
(10/4/2024)
RR
District of Columbia
(1/16/2025)
RR
Florida
(1/16/2025)
RR
Georgia
(1/16/2025)
RR
Maryland
(1/16/2025)
RR
North Carolina
(1/16/2025)
RR
Puerto Rico
(1/16/2025)
RR
South Carolina
(1/16/2025)
RR
Tennessee
(1/16/2025)
RR
Virginia
(1/16/2025)
RR
West Virginia
(1/16/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/21/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/16/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/31/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/16/1998
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FF
FORESIDE FUND SERVICES, LLC
FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: , 8-51293

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(207) 553-7110
Established
Delaware since 09/08/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

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

FORESIDE FUND SERVICES, LLC

CRD#: 46106Portland, ME 04101

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