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JD

Jeff K. Davis

STILLPOINT CAPITAL
TAMPA, FL 33609
Some features on this profile are disabled
CRD#: 4007205
JD

Professional summary

Jeff King Davis, who also goes by Jeffrey K. Davis, is a registered financial professional currently at STILLPOINT CAPITAL, LLC located in Tampa, Florida.

Jeff is registered as a RR (Registered Representative) and started their career in finance in 2000. Jeff has worked at 6 firms and has passed the Series 63, Series 82TO, SIE, Series 79, Series 87, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeffrey K. Davis

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 Jeff King Davis'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

December 18, 2017 - Present

STILLPOINT CAPITAL, LLC

Office #1: 4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
BD
CRD#: 133146
TAMPA, FL
Past

March 12, 2010 - May 25, 2012

GUGGENHEIM SECURITIES, LLC

BD
CRD#: 40638
NASHVILLE, TN
Past

June 24, 2009 - February 8, 2010

FTN EQUITY CAPITAL MARKETS CORP.

BD
CRD#: 119625
NASHVILLE, TN
Past

January 2, 2009 - July 13, 2009

HOWE BARNES HOEFER & ARNETT, INC.

BD
CRD#: 2240
NASHVILLE, TN
Past

May 1, 2003 - June 12, 2003

FHN FINANCIAL SECURITIES CORP.

BD
CRD#: 46346
MEMPHIS, TN
Past

May 1, 2003 - September 30, 2008

FTN EQUITY CAPITAL MARKETS CORP.

BD
CRD#: 119625
NASHVILLE, TN
Past

August 2, 2000 - April 30, 2003

FHN FINANCIAL SECURITIES CORP.

BD
CRD#: 46346
MEMPHIS, TN
Past

March 2, 2000 - July 6, 2000

J.C. BRADFORD & CO.

BD
CRD#: 1287
NEW YORK, NY

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
(11/2/2023)
RR
Connecticut
(8/14/2024)
RR
Delaware
(8/14/2024)
RR
Illinois
(8/14/2024)
RR
Louisiana
(1/13/2022)
RR
Massachusetts
(8/14/2024)
RR
New Jersey
(8/14/2024)
RR
New York
(12/19/2017)
RR
Tennessee
(12/19/2017)
RR
Texas
(11/2/2023)
RR
Utah
(10/5/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 12/18/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 1/22/2018
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 87
Date: 11/29/2004
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 2/4/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/29/2003
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SC
STILLPOINT CAPITAL, LLC
FIRST LEGACY GLOBAL MARKETS, LLC | STOCK SALE COMPLIANCE LLC | STILLPOINT CAPITAL, LLC | STILLPOINT CAPITAL PARTNERS | STILLPOINT CAPITAL MARKETS | STILLPOINT CAPITAL AFFILIATES

CRD#: 133146 / SEC#: , 8-66688

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

Main Address
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
Mailing Address
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
Phone number
(813) 891-9100
Established
Florida since 04/19/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
AMY C. CROSS, P.A.OWNER
BOLTON, RYAN LEEPRESIDENT & CCO6872016
CAMPBELL, ROBERT NMNFINOP, PFO & POO1349154
CROSS, AMY CCEO, DESIGNATED PRINCIPAL, EXECUTIVE REP.4485658

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

STILLPOINT CAPITAL, LLC

CRD#: 133146Tampa, FL 33609

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