Phillip T. Davidson
Professional summary
Phillip Thomas Davidson JR., who also goes by Phillip Thomas Davidson, is a registered financial professional currently at EQUUS FINANCIAL CONSULTING LLC located in New Canaan, Connecticut.
Phillip is registered as a RR (Registered Representative) and started their career in finance in 2000. Phillip has worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 62 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Phillip Thomas Davidson JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
April 1, 2013 - Present
EQUUS FINANCIAL CONSULTING LLC
Office #1: 78 Pine St., Suite 101, New Canaan, CT 06840March 26, 2012 - April 3, 2013
IVP CAPITAL, LLC
April 2, 2003 - December 20, 2011
FSP INVESTMENTS LLC
June 26, 2000 - August 8, 2000
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/1/2013)
(4/1/2013)
(4/1/2013)
(8/23/2018)
(4/1/2013)
(1/17/2023)
(4/1/2013)
(8/23/2018)
(1/17/2023)
(4/1/2013)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 62
Date: 3/31/2003
Corporate Securities Limited Representative ExaminationFINRA
Current Firm
EQUUS FINANCIAL CONSULTING LLC
CRD#: 131449 / SEC#: , 8-66467
Contact information
FINRA licenses (50 States and Territories)
Red Flags
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