Jonathan R. Buchanan
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.
Jonathan Ryan Buchanan was a registered financial professional .
Jonathan is a previously registered financial professional and started their career in finance in 2006. Jonathan had worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 3, 2011 - September 5, 2013
DAVIS WEALTH MANAGEMENT
March 14, 2008 - April 25, 2011
TRUIST INVESTMENT SERVICES, INC.
March 14, 2008 - April 25, 2011
TRUIST INVESTMENT SERVICES, INC.
January 3, 2007 - July 17, 2007
FIRST COMMAND BROKERAGE SERVICES, INC.
September 29, 2006 - July 17, 2007
FIRST COMMAND BROKERAGE SERVICES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
DAVIS WEALTH MANAGEMENT
CRD#: 150441 / SEC#: 801-70254
Contact information
Red Flags
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