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DG

Davis T. Gallison

ORCHARD SECURITIES
Pleasant Grove, UT 84062
Some features on this profile are disabled
CRD#: 4245870
DG

Professional summary

Davis Thayer Gallison, CFA, who also goes by Thayer Gallison, is a registered financial professional currently at ORCHARD SECURITIES, LLC located in Pleasant Grove, Utah.

Davis is registered as a RR (Registered Representative) and started their career in finance in 2002. Davis has worked at 15 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Thayer Gallison

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 Davis Thayer Gallison'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®
CFA

Chartered Financial Analyst

Experience

Current

June 1, 2021 - Present

ORCHARD SECURITIES, LLC

Office #1: 365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062
BD
CRD#: 133378
Pleasant Grove, UT
Past

March 30, 2021 - May 27, 2021

TIMBREL ADVISORS, LLC

RIA
CRD#: 310115
ATLANTA, GA
Past

November 18, 2020 - May 27, 2021

TIMBREL CAPITAL, LLC

BD
CRD#: 298131
ATLANTA, GA
Past

December 12, 2017 - November 19, 2020

LADENBURG THALMANN ASSET MANAGEMENT INC

RIA
CRD#: 108604
Norcross, GA
Past

December 8, 2017 - November 19, 2020

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
Norcross, GA
Past

December 7, 2017 - December 8, 2017

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
NORCROSS, GA
Past

December 7, 2017 - December 8, 2017

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

June 1, 2011 - November 27, 2017

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
ATLANTA, GA
Past

May 27, 2011 - November 27, 2017

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

April 29, 2008 - December 8, 2011

MV CAPITAL MANAGEMENT, INC.

RIA
CRD#: 139034
ATLANTA, GA
Past

January 2, 2008 - May 9, 2011

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
ATLANTA, GA
Past

November 1, 2007 - December 31, 2007

SPIRE SECURITIES, LLC

BD
CRD#: 144131
ATLANTA, GA
Past

September 7, 2006 - December 31, 2007

SPIRE WEALTH MANAGEMENT, LLC

RIA
CRD#: 113908
ATLANTA, GA
Past

August 25, 2006 - November 2, 2007

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
ATLANTA, GA
Past

April 24, 2003 - September 21, 2006

JOYN ADVISORS, INC.

RIA
CRD#: 106725
ATLANTA, GA
Past

May 29, 2002 - August 30, 2006

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ATLANTA, GA

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
Alabama
(6/8/2021)
RR
Alaska
(6/8/2021)
RR
Arizona
(6/8/2021)
RR
Arkansas
(6/8/2021)
RR
California
(6/8/2021)
RR
Colorado
(6/8/2021)
RR
Connecticut
(6/8/2021)
RR
Delaware
(6/8/2021)
RR
District of Columbia
(6/8/2021)
RR
Florida
(6/8/2021)
RR
Georgia
(6/1/2021)
RR
Hawaii
(6/8/2021)
RR
Idaho
(6/8/2021)
RR
Illinois
(6/8/2021)
RR
Indiana
(6/8/2021)
RR
Iowa
(6/8/2021)
RR
Kansas
(6/8/2021)
RR
Kentucky
(6/8/2021)
RR
Louisiana
(6/8/2021)
RR
Maine
(6/8/2021)
RR
Maryland
(6/8/2021)
RR
Massachusetts
(6/8/2021)
RR
Michigan
(6/8/2021)
RR
Minnesota
(6/8/2021)
RR
Mississippi
(6/8/2021)
RR
Missouri
(6/8/2021)
RR
Montana
(6/8/2021)
RR
Nebraska
(6/8/2021)
RR
Nevada
(6/8/2021)
RR
New Hampshire
(6/8/2021)
RR
New Jersey
(6/8/2021)
RR
New Mexico
(6/8/2021)
RR
New York
(6/8/2021)
RR
North Carolina
(6/8/2021)
RR
North Dakota
(6/8/2021)
RR
Ohio
(6/9/2021)
RR
Oklahoma
(6/8/2021)
RR
Oregon
(6/8/2021)
RR
Pennsylvania
(6/8/2021)
RR
Puerto Rico
(6/8/2021)
RR
Rhode Island
(6/8/2021)
RR
South Carolina
(6/8/2021)
RR
South Dakota
(6/8/2021)
RR
Tennessee
(6/8/2021)
RR
Texas
(6/8/2021)
RR
Utah
(6/1/2021)
RR
Vermont
(6/8/2021)
RR
Virginia
(6/8/2021)
RR
Washington
(6/8/2021)
RR
West Virginia
(6/8/2021)
RR
Wisconsin
(6/8/2021)
RR
Wyoming
(6/8/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/18/2002
Uniform Combined 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: 12/28/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/17/2021
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

OS
ORCHARD SECURITIES, LLC
JOSEPH CAMERON | ORCHARD SECURITIES, LLC | JOSEPH CAMERON, LLC | JOSEPH CAMERON LLC

CRD#: 133378 / SEC#: , 8-66719

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

Main Address
365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062
Mailing Address
365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062
Phone number
(801) 316-4301
Established
Utah since 09/27/2005
Firm type
Limited Liability Company
Fiscal year end
June
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#
CREEKSIDE LAND DEVELOPMENT, LLCMEMBER
FAR VISIONS, LLCMEMBER
NORTH CANYON ENTERPRISES, LLCMEMBER
TOTTENHAM INVESTMENTS, LLCMEMBER
TRIPLE CROWN SECURITES, LLCMEMBER
BADALAMENTI, CHARLES RICHARDFINOP2065038
BRADBURN, KEVIN CHRISTOPHERMANAGER, CHIEF EXECUTIVE OFFICER2718206
GARRETT, TAYLOR WESTONPRESIDENT4829547
HART, ADRIENNE YOSTCHIEF COMPLIANCE OFFICER1510179

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

ORCHARD SECURITIES, LLC

CRD#: 133378Pleasant Grove, UT 84062

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