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AG

Allyson D. Gilbert

CU INVESTMENT SOLUTIONS
Irondale, AL 35210
Some features on this profile are disabled
CRD#: 5058451
AG

Professional summary

Allyson Davenport Gilbert, who also goes by Allyson Brooke Davenport, is a registered financial professional currently at CU INVESTMENT SOLUTIONS LLC located in Irondale, Alabama.

Allyson is registered as a RR (Registered Representative) and started their career in finance in 2005. Allyson has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Allyson Brooke 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) - BD

Click below to view Allyson Davenport Gilbert's 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®
None

Experience

Current

April 29, 2016 - Present

CU INVESTMENT SOLUTIONS LLC

Office #1: 4365 Crescent Road, Irondale, AL 35210
RIA
BD
CRD#: 43753
Irondale, AL
Past

September 21, 2012 - May 2, 2016

MULTI-BANK SECURITIES, INC.

BD
CRD#: 22098
IRONDALE, AL
Past

March 12, 2012 - April 25, 2012

SEAPORT GLOBAL SECURITIES LLC

BD
CRD#: 116270
IRONDALE, AL
Past

November 23, 2010 - March 12, 2012

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
IRONDALE, AL
Past

April 16, 2009 - November 29, 2010

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
VESTAVIA HILLS, AL
Past

April 16, 2009 - November 29, 2010

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
VESTAVIA HILLS, AL
Past

June 23, 2008 - April 23, 2009

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
BIRMINGHAM, AL
Past

September 4, 2007 - April 23, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
BIRMINGHAM, AL
Past

November 7, 2005 - August 14, 2007

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
BIRMINGHAM, AL

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
Kansas
(3/29/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/20/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/26/2007
Uniform Securities Agent 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: 2/5/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/28/2012
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CI
CU INVESTMENT SOLUTIONS LLC
CU INVESTMENT SOLUTION INC | U.S. CENTRAL CAPITAL MARKETS, INC. | CU INVESTMENT SOLUTIONS, INC. | CU INVESTMENT SOLUTIONS LLC | CU INVESTMENT SOLUTIONS INC

CRD#: 43753 / SEC#: , 8-50400

Kansas
Registered Investment Advisory firm - SEC (1/8/1998 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
8500 W. 110th Street Suite 650, Overland Park, KS 66210
Mailing Address
8500 W. 110th Street Suite 650, Overland Park, KS 66210
Phone number
(913) 912-5240
Established
Kansas since 06/30/2011
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees
5

FINRA licenses (49 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
ALLOYA CORPORATE FCUOWNER
CATALYST FEDERAL CREDIT UNIONOWNER
CORPORATE AMERICA CREDIT UNIONOWNER
MILLENNIUM CORPORATE CREDIT UNIONOWNER
TRICORP FEDERAL CREDIT UNIONOWNER
VOLUNTEER CORPORATE CREDIT UNIONOWNER
BECKER, JOSHUA DAMONCHIEF OPERATING OFFICER5784666
JACKSON, MATTHEW DAVIDCEO/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER3251494
THOMAS, BRADFORD LOWELLCHIEF FINANCIAL OFFICER6180244

Disclosures

Regulatory Event1

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

CU INVESTMENT SOLUTIONS LLC

CRD#: 43753Irondale, AL 35210

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