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Charity Davidenko

CRD# 4203342·Registered 2000 - 2024
Previously Registered: Being a previously registered professional could mean that Charity 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

Charity Davidenko, who also goes by Charity A. Davidenko, Charity Ann Davidenko, Charity A. Shawver, was a registered financial advisor. Charity was a previously registered financial professional and started their career in finance 2000 - 2024. Charity had worked at 10 firms and has passed the Series 66, Series 79TO, SIE, Series 7, Series 6, Series 24 and Series 28 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

Charity A. Davidenko, Charity Ann Davidenko, Charity A. Shawver

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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

26 years in the financial services industry

Current & Past Employments

HATTERAS CAPITAL DISTRIBUTORS, LLC·CRD# 143365
BD
Raleigh, NC
January 18, 2024 - April 30, 2024
SALIENT CAPITAL L.P.·CRD# 147912
BD
Houston, TX
July 21, 2023 - September 30, 2024
PRAGER & CO., LLC·CRD# 21567
BD
New York, NY
October 27, 2021 - February 21, 2023
TRIAD SECURITIES CORP·CRD# 11363
BD
New York, NY
January 27, 2021 - July 20, 2021
KEYBANC CAPITAL MARKETS INC.·CRD# 566
BD
New York, NY
December 22, 2017 - April 3, 2020
CAIN BROTHERS & COMPANY, LLC·CRD# 13649
BD
New York, NY
July 24, 2009 - December 22, 2017
RESRV PARTNERS, INC.·CRD# 10273
BD
New York, NY
May 18, 2006 - January 14, 2009
PROFESSIONAL FINANCIAL ADVISORS, INC.·CRD# 119910
RIA
Camp Hill, PA
October 16, 2001 - May 9, 2005
PFA SECURITY ASSET MANAGEMENT, INC.·CRD# 101161
BD
New Cumberland, PA
July 27, 2001 - March 30, 2006
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Fairfield, IA
July 20, 2000 - August 6, 2001

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Current Firm

HC
HATTERAS CAPITAL DISTRIBUTORS, LLC

HATTERAS CAPITAL | TAILWIND CAPITAL DISTRIBUTORS, LLC | HATTERAS CAPITAL DISTRIBUTORS, LLC

CRD#: 143365 / SEC#: 8-67555
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

Contact Information

Main Address

8537 Six Forks Road Suite 250, Raleigh, NC 27615

Mailing Address

8537 Six Forks Road Suite 250, Raleigh, NC 27615

Phone Number

(919) 846-2324

Established

North Carolina since 01/04/2007

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
HATTERAS INVESTMENT PARTNERS, LPOWNER170628
MASTERS, KEVIN CRAWFORDFINOP, POO, PFO2730013
PERKINS, DAVID BRIENFOUNDER/CEO/PRESIDENT/CHIEF COMPLIANCE OFFICER1824251

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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.

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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 66 — Uniform Combined State Law Examination

Passed Oct 2000About the Series 66 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2001About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2000About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Jun 2008About the Series 24 exam

Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination

Passed Jan 2003About the Series 28 exam

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CRS (Client Relationship Summary)

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

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