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Eric M. Davidson

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CRD#: 5419821
ED

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.

Eric Maley Davidson, who also goes by Eric Davidson, was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 2007. Eric had worked at 4 firms and has passed the Series 65 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eric Davidson

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)


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®
None

Experience


Past

April 13, 2021 - November 14, 2024

NEURAVEST RESEARCH INC

RIA
CRD#: 312803
ATLANTA, GA
Past

August 5, 2015 - December 20, 2016

LUCENA RESEARCH INC.

RIA
CRD#: 170998
ATLANTA, GA
Past

June 4, 2014 - December 22, 2020

SECOND PHASE CAPITAL LLC

RIA
CRD#: 171176
ATLANTA, GA
Past

October 12, 2007 - January 11, 2010

MADISON PROPRIETARY TRADING GROUP, LLC

BD
CRD#: 139818
NEW YORK, NY

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
IAR
Series 65
Date: 6/3/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


NR
NEURAVEST RESEARCH INC
NEURAVEST RESEARCH INC

CRD#: 312803 / SEC#: 801-120607

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Contact information


Main Address
3333 Piedmont Road, Ne, Suite #775, Atlanta, GA 30305
Mailing Address
6170 Neely Farm Drive, Peachtree Corners, GA 30092
Phone number
(678) 602-6200
Established
Firm type
Fiscal year end
# of Employees
12

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 5,100,000

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


NEURAVEST RESEARCH INC

CRD#: 312803

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