Daniel H Davidson
Professional Summary
Daniel H Davidson, who also goes by Dan Davidson, Daniel Henry Davidson, is a registered financial advisor currently at NORTHBORNE SECURITIES PARTNERS LLC located in Alpharetta, Georgia. Daniel is registered as a RR (Registered Representative) and started their career in finance in 2000. Daniel has worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dan Davidson, Daniel Henry Davidson
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Videos & Posts
This advisor has not added any videos or posts yet.
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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 on record.
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Years of Experience
22 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
NORTHBORNE SECURITIES PARTNERS LLC
Contact Information
Main Address
212 Third Avenue North, Suite 500, Minneapolis, MN 55401Mailing Address
212 Third Avenue North, Suite 500, Minneapolis, MN 55401Phone Number
(612) 351-8701Established
Delaware since 04/20/2021Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (4 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Daniel H Davidson's CRS (Customer Relationship Summary).
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