William Davis Curtiss
Professional Summary
William Davis Curtiss, who also goes by Will Curtiss, William D Curtiss, is a registered financial advisor currently at HOVDE GROUP, LLC located in Nashville, Tennessee. William is registered as a RR (Registered Representative) and started their career in finance in 2007. William has worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 86, Series 87 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
Will Curtiss, William D Curtiss
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
HOVDE GROUP, LLC | HOVDE SECURITIES, INC. | HOVDE SECURITIES LLC
Contact Information
Main Address
1629 Colonial Parkway, Inverness, IL 60067Mailing Address
1629 Colonial Parkway, Inverness, IL 60067Phone Number
(847) 991-6622Established
Delaware since 10/11/2002Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| HOVDE, STEVEN DONALD | CHAIRMAN | 1907781 |
| HOVDE, KIRK STEVEN | CHIEF EXECUTIVE OFFICER | 5552791 |
| BARBARINE, NICKOLAS JOHN | SENIOR MANAGING PARTNER | 2274812 |
| CORSO, MICHAEL PATRICK | PRINCIPAL AND HEAD OF DEPOSITORIES | 4978946 |
| HEDREI, MICHAEL STEPHEN | MANAGING PARTNER/HEAD OF CAPITAL MARKETS | 4243972 |
| DAVIS, PATRICIA LYNN | CHIEF COMPLIANCE OFFICER | 5613123 |
| DIJOHN, ANTHONY JOHN | CFO/FINOP | 6370306 |
Disclosures
Regulatory Event
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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
(11/14/2018)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jun 2022About the Series 79TO examSeries 87 — Research Analyst Exam - Part II Regulations Module
Passed Dec 2007About the Series 87 examSRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William Davis Curtiss's CRS (Customer Relationship Summary).
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