CD
Cheryl K. David
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CRD#: 4662227
CD
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.
Cheryl K David, who also goes by Cheryl K Davidowitz, was a registered financial professional .
Cheryl is a previously registered financial professional and started their career in finance in 2003. Cheryl had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Cheryl K Davidowitz
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.
1) EXECUTOR FOR R.H.; INVESTMENT RELATED; Fiduciary NATURE: ESTATE MANAGEMENT INVESTMENT RELATED: Yes; 2; 1; 11/30/2015; Greensboro NC , I am an Estate Planning Lawyer and I was named to serve as Executor of Decedent's Estate. 2) FIXED INSURANCE/EIA SALES; REGISTERED REPRESENTATIVE NATURE: Selling EIAs, insurance sales for funeral trusts, Medicaid planning; multiple carriers INVESTMENT RELATED: Yes; 1; 1; 10/01/2013; Greensboro NC, EIA sales 3) GREENSBORO ELDERCARE CHANNEL, LLC; MANAGER NATURE: WEBSITE FOR ELDERCARE BUSINESS INVESTMENT RELATED: No; 1; 0; 04/01/2011; Greensboro NC, WEBSITE FOR ELDERCARE BUSINESS. LOCAL SERVICES LIKE HOME HEALTH CARE BUSINESSES, NURSING HOMES, MOVERS, BANKS, ETC. MAY BUY SPACE ON OUR WEBSITE 4) LAW OFFICES OF CHERYL K. DAVID; ATTORNEY NATURE: Law firm INVESTMENT RELATED: No; 160; 160; 09/01/1999; Law firm 5) WISDOM WEALTH CARE; POSITION: Financial Advisor/Owner NATURE: Financial Services through 1st Global INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 03/02/2017; 528 College Road, Greensboro NC 27410, Referring Advisor 6) NORTHLINE PROPERTIES, LLC; POSITION: Manager/Member NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/20/2018; 3607 Brown Bark Drive, Greensboro NC 27410, Manage rental property 7) CHERYL DAVID, LLC; POSITION: Manager NATURE: Cheryl David, LLC is the Financial Services Company where advisors Cheryl David, Linus Whitlock, Logan Whitlock and Administrator, David Frank engage in their financial work with 1st Global under the name Wisdom Wealth Care. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/23/2004; 528 College Road, Greensboro NC 27410, I am one of the three 1st Global based Financial Advisors who help clients manage assets 8) C.K. DAVID, LLC; POSITION: OWNER NATURE: Owns land and building. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2003; 1109 Nashville Pike, Gallatin TN 37066, I own the LLC which owns the land and building and a management company makes sure that the property is in good order and leased. 9) KIEL LIVING TRUST; POSITION: Trustee NATURE: My parents, Gerald and Judy Kiel, ages 85 and 81, have added me as a Trustee to their Revocable Trust, Kiel Living Trust. Given their ages they want me to have the authority to step in and act independently, as needed. They are still also serving as Trustors and Trustees. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2023; 528 College Rd, Greensboro NC 27410, Should it be necessary, I may assist them with bill paying, investments, handling paper work and their estate. 10) GERALD AND JUDITH KIEL POWERS OF ATTORNEY; POSITION: Power of Attorney NATURE: My mother and father have named me on their NC Statutory Durable Power of Attorney as their respective first Agent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2023 528 College Rd, Greensboro NC 27410, Should it be necessary to assist them with any financial matters, for non-trust assets (the majority of their assets are in their trusts) then I am named their legal agent to act on their behalf. 11) JUDITH KIEL POWER OF ATTORNEY; POSITION: Agent NATURE: I am my mother's Power of Attorney. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/26/2022; 528 College Rd, Greensboro NC 27410, Should my mother need assistance with her financial life, such as paying bills, etc., I am named to assist her. 12) GERALD KIEL (PARENT); POSITION: POA NATURE: I am the named POA agent on my father'sestate planning documents. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/26/2022; 528 College Rd, Greensboro NC 27410, Should my dad need my involvement in his decision making, I am named as his POA.
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®
NoneExperience
Past
October 25, 2019 - December 9, 2024
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
GREENSBORO, NC
Past
October 25, 2019 - December 9, 2024
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
GREENSBORO, NC
Past
May 10, 2004 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
GREENSBORO, NC
Past
July 17, 2003 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
GREENSBORO, NC
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
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AA
AVANTAX ADVISORY SERVICES
1ST GLOBAL ADVISORY SERVICES | HD VEST ADVISORY SERVICES | H.D. VEST ADVISORY SERVICES, INC | AVANTAX WEALTH MANAGEMENT | AVANTAX ADVISORY SERVICES, INC. | AVANTAX ADVISORY SERVICES
CRD#: 104556 / SEC#: 801-29892
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Contact information
Main Address
3200 Olympus Blvd Suite 100, Dallas, TX 75019
Mailing Address
Phone number
(972) 870-6000
Established
Firm type
Fiscal year end
# of Employees
2,278
Regulatory assets under management
| Total Number of Accounts | 140,306 |
| AUM (Assets Under Management) | $ 46,109,939,749 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/13/2024 | ||
| 11/28/2023 | ||
| 12/16/2022 |
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.
