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DG

Davis Thayer Gallison

CFA
ORCHARD SECURITIES
PLEASANT GROVE, UT
·CRD# 4245870·25 years experience

Professional Summary

Davis Thayer Gallison, CFA, who also goes by Thayer Gallison, is a registered financial advisor 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.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Thayer Gallison

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Credentials

CFA
Chartered Financial Analyst

Years of Experience

25 years in the financial services industry

Current & Past Employments

ORCHARD SECURITIES, LLC·CRD# 133378
BD
365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062
June 1, 2021 - Present
TIMBREL ADVISORS, LLC·CRD# 310115
RIA
Atlanta, GA
March 30, 2021 - May 27, 2021
TIMBREL CAPITAL, LLC·CRD# 298131
BD
Atlanta, GA
November 18, 2020 - May 27, 2021
LADENBURG THALMANN ASSET MANAGEMENT INC·CRD# 108604
RIA
Norcross, GA
December 12, 2017 - November 19, 2020
LADENBURG THALMANN & CO. INC.·CRD# 505
BD
Norcross, GA
December 8, 2017 - November 19, 2020
SECURITIES AMERICA ADVISORS, INC.·CRD# 110518
RIA
Norcross, GA
December 7, 2017 - December 8, 2017
SECURITIES AMERICA, INC.·CRD# 10205
BD
Lavista, NE
December 7, 2017 - December 8, 2017
FSC SECURITIES CORPORATION·CRD# 7461
RIA
Atlanta, GA
June 1, 2011 - November 27, 2017
FSC SECURITIES CORPORATION·CRD# 7461
BD
Atlanta, GA
May 27, 2011 - November 27, 2017
MV CAPITAL MANAGEMENT, INC.·CRD# 139034
RIA
Atlanta, GA
April 29, 2008 - December 8, 2011
PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747
BD
Atlanta, GA
January 2, 2008 - May 9, 2011
SPIRE SECURITIES, LLC·CRD# 144131
BD
Atlanta, GA
November 1, 2007 - December 31, 2007
SPIRE WEALTH MANAGEMENT, LLC·CRD# 113908
RIA
Atlanta, GA
September 7, 2006 - December 31, 2007
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Atlanta, GA
August 25, 2006 - November 2, 2007
JOYN ADVISORS, INC.·CRD# 106725
RIA
Atlanta, GA
April 24, 2003 - September 21, 2006
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
BD
Atlanta, GA
May 29, 2002 - August 30, 2006

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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)

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

FINRA licenses (52 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#
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
SANTIAGO-PAEZ, SAMANTHA CRYSTALCHIEF COMPLIANCE OFFICER4369755

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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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
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

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 2002About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2000About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Mar 2021About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Davis Thayer Gallison's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

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Reuben Mccoy Rowley

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DG
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