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TD

Thomas L. Davenport

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CRD#: 4628467
TD

Professional summary


Being a previously registered professional could mean that this person 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.

Thomas Leon Davenport II, who also goes by Thomas Leon Davenport, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 2003. Thomas had worked at 7 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas Leon Davenport

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)


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

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 18, 2022 - February 14, 2024

NEXTGEN CAPITAL MARKETS, LLC

BD
CRD#: 170421
ATLANTA, GA
Past

September 27, 2021 - October 1, 2021

INDEPENDENT INVESTMENT BANKERS, CORP.

BD
CRD#: 154134
AUSTIN, TX
Past

July 22, 2017 - February 8, 2021

SIKICH CORPORATE FINANCE LLC

BD
CRD#: 149024
CHICAGO, IL
Past

March 21, 2013 - September 23, 2016

INDEPENDENT INVESTMENT BANKERS, CORP.

BD
CRD#: 154134
AUSTIN, TX
Past

March 1, 2010 - September 13, 2012

WILLIAM BLAIR

BD
CRD#: 1252
CHICAGO, IL
Past

September 30, 2008 - February 11, 2010

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

October 6, 2003 - May 23, 2005

E*TRADE SECURITIES LLC

BD
CRD#: 29106
JERSEY CITY, NJ
Past

July 24, 2003 - October 23, 2003

TRIAD ADVISORS LLC

BD
CRD#: 25803
ATLANTA, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/1/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/21/2023
General Securities Principal Examination

Current Firm


NC
NEXTGEN CAPITAL MARKETS, LLC
NEXTGEN CAPITAL MARKETS, LLC

CRD#: 170421 / SEC#: , 8-69418

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


Main Address
3715 Northside Pkwy Nw, Ste.,1-250, Atlanta, GA 30327
Mailing Address
3715 Northside Pkwy Nw, Ste.,1-250, Atlanta, GA 30327
Phone number
(678) 648-1602
Established
Georgia since 01/03/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 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#
NEXTGEN CAPITAL, LLCSOLE MEMBER
BROWN, MICHAEL OWENFINOP / CFO / PFO / PPO1658070
CARY, JOHN FINLEY IICHIEF EXECUTIVE OFFICER / CCO5291677

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


NEXTGEN CAPITAL MARKETS, LLC

CRD#: 170421

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