Reid H. Davidson
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.
Reid Holmes Davidson, who also goes by Reid Holmes Davidson Jr, Reid Holmes Davidson, Skip Holmes Davidson Jr, Reid Holmes Davidson Jr., Skip Holmes Davidson, was a registered financial professional .
Reid is a previously registered financial professional and started their career in finance in 2009. Reid had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 15, 2018 - January 14, 2019
KINGSWOOD CAPITAL PARTNERS, LLC
January 8, 2018 - June 15, 2018
SGMA CAPITAL MARKETS LIMITED
September 24, 2013 - December 31, 2017
RAYMOND JAMES & ASSOCIATES, INC.
September 24, 2013 - December 31, 2017
RAYMOND JAMES & ASSOCIATES, INC.
February 18, 2010 - September 26, 2013
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
September 2, 2009 - September 26, 2013
CAMBRIDGE INVESTMENT RESEARCH, INC.
August 25, 2009 - September 2, 2009
MUTUAL SERVICE CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
KINGSWOOD CAPITAL PARTNERS, LLC
CRD#: 288898 / SEC#: , 8-69967
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KINGSWOOD US, LLC | MEMBER | |
| ALSORAIMI, MOHAMED | CCO | 5319490 |
| GOLDEN, JAIME GALIONE | PRESIDENT - BUSINESS DEVELOPMENT AND ACQUISITIONS | 2946822 |
| NESSIM, MICHAEL HASKEL | CEO | 2573543 |
| PITKOFF, DAVID JONATHAN | CFO | 2822280 |
| RAYEVSKIY, VALERIY P | COO | 5788810 |
| ROMERO, MONIQUE VICTORIA | FINOP | 6712654 |
| WILDER, JEREMY MATHEW | CHIEF LEGAL OFFICER | 7080690 |
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.
