CD
Christopher J. Davidson
PROXY WEALTH ADVISORS LLC
WINDERMERE, FL 34786
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CRD#: 5641264
CD
Professional summary
Christopher James Davidson, who also goes by C.j. Davidson, Christopher Davidson, is a registered financial advisor currently at PROXY WEALTH ADVISORS LLC located in Windermere, Florida and PROXY FREEDOM located in Walnut Creek, California.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Christopher has worked at 7 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
C.j. Davidson | Christopher 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.
1.) PROXY INTERNATIONAL LLC - INVESTMENT RELATED - NEW YORK, NY - INVESTMENT ADVISOR - INDIRECT OWNER - 12/2022 - 0 - 0. 2.) PROXY WEALTH ADVISORS LLC - INVESTMENT RELATED - AVENTURA, FL - INVESTMENT ADVISOR - INDIRECT OWNER - 09/2022 - 0 - 0. 3.) PROXY FINANCIAL CORP - NOT INVESTMENT RELATED - AVENTURA, FL - HOLDING COMPANY - PRINCIPAL OWNER - 07/2022 - 0 - 0. 4.) PROXY CAPITAL PARTNERS - NOT INVESTMENT RELATED - AVENTURA, FL - MANAGEMENT CONSULTING - INDIRECT OWNER - 08/2017 - 20 - 20.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher James Davidson'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®
NoneExperience
Current
February 19, 2023 - Present
PROXY WEALTH ADVISORS LLC
Office #1: 9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786RIA
CRD#: 298080
WINDERMERE, FL
Current
June 30, 2023 - Present
PROXY FREEDOM
Office #1: 877 Ygnacio Valley Rd., Walnut Creek, CA 94596RIA
CRD#: 324749
Walnut Creek, CA
Current
August 12, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Rockwall, TX
Past
September 26, 2022 - January 25, 2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
RIA
CRD#: 20804
WALNUT CREEK, CA
Past
September 26, 2022 - January 25, 2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BD
CRD#: 20804
WALNUT CREEK, CA
Past
March 2, 2021 - February 16, 2022
DALMORE GROUP LLC
BD
CRD#: 136352
WOODMERE, NY
Past
September 18, 2018 - September 15, 2022
PROXY WEALTH ADVISORS LLC
RIA
CRD#: 298080
Rockwall, TX
Past
December 12, 2016 - September 20, 2018
OSAIC FA, INC.
RIA
CRD#: 3978
SAN RAMON, CA
Past
December 12, 2016 - September 20, 2018
OSAIC FA, INC.
BD
CRD#: 3978
SAN RAMON, CA
Past
June 12, 2015 - December 12, 2016
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
WALNUT CREEK, CA
Past
February 5, 2014 - March 27, 2015
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
WALNUT CREEK, CA
Past
March 13, 2009 - December 12, 2016
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
WALNUT CREEK, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(2/19/2023)
IAR
Texas(12/19/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
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.
