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Devis Mathews

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CRD#: 3264662
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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.

Devis Mathews was a registered financial professional .

Devis is a previously registered financial professional and started their career in finance in 1999. Devis had worked at 13 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


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

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


Past

February 25, 2013 - April 24, 2014

AVENIR FINANCIAL GROUP

BD
CRD#: 148490
NEW YORK, NY
Past

September 21, 2012 - October 24, 2012

PHX FINANCIAL, INC.

BD
CRD#: 144403
NEW YORK, NY
Past

August 22, 2011 - September 20, 2012

PHX FINANCIAL, INC.

BD
CRD#: 144403
NEW YORK, NY
Past

May 21, 2010 - July 22, 2011

ALEXANDER CAPITAL, L.P.

BD
CRD#: 40077
RED BANK, NJ
Past

July 1, 2009 - May 21, 2010

BROOKSTONE SECURITIES, INC.

BD
CRD#: 13366
GARDEN CITY, NY
Past

May 15, 2007 - June 15, 2009

CLARK DODGE & CO., INC.

BD
CRD#: 23288
GARDEN CITY, NY
Past

August 30, 2006 - May 18, 2007

WORLD EQUITY GROUP, INC.

BD
CRD#: 29087
GARDEN CITY, NY
Past

May 11, 2006 - June 28, 2006

WESTROCK ADVISORS, INC.

BD
CRD#: 114338
NEW YORK, NY
Past

April 7, 2005 - May 4, 2006

WESTROCK ADVISORS, INC.

BD
CRD#: 114338
NEW YORK, NY
Past

May 12, 2003 - April 20, 2005

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

November 22, 2002 - March 13, 2003

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

November 3, 2000 - November 1, 2002

GLENN MICHAEL FINANCIAL, INC.

BD
CRD#: 37912
MELVILLE, NY
Past

February 15, 2000 - November 7, 2000

ROYAL HUTTON SECURITIES CORP.

BD
CRD#: 14489
NEW YORK, NY
Past

October 7, 1999 - February 25, 2000

WIN CAPITAL CORP.

BD
CRD#: 36172
BAYVILLE, NY
Past

September 1, 1999 - September 28, 1999

TAYLOR STUART FINANCIAL, INC.

BD
CRD#: 39025
GREAT NECK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/8/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AF
AVENIR FINANCIAL GROUP
AVENIR FINANCIAL GROUP | AVENIR FINANCIAL GROUP, INC.

CRD#: 148490 / SEC#: , 8-68031

BD
Terminated by SEC on 05/11/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Wyoming since 07/26/2010
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALLEN, DAVID ARTHURPASSIVE INVESTOR2500427
CLEMENTS, MICHAEL TODDCEO,CCO1702071
PASQUESI, MAUROPASSIVE INVESTOR OWNER6148602
BABOULIS, LINDAPASSIVE INVESTOR6441448
CLEMENTS, JUDITHPASSIVE INVESTOR6432441

Disclosures


Regulatory Event4
Arbitration3

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


AVENIR FINANCIAL GROUP

CRD#: 148490

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