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John E. Davison

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CRD#: 62788
JD

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.

John Edward Davison JR was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1969. John had worked at 5 firms and has passed the Series 63, SIE, PC, Series 1, Series 10, Series 9 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

June 23, 2008 - December 31, 2015

SPOUTING ROCK CAPITAL ADVISORS, LLC

BD
CRD#: 143180
BRYN MAWR, PA
Past

October 10, 2000 - May 8, 2008

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
CONSHOHOCKEN, PA
Past

December 21, 1994 - October 10, 2000

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

May 19, 1978 - December 31, 1994

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

December 9, 1969 - May 19, 1978

KIDDER, PEABODY & CO., INCORPORATED

BD
CRD#: 488

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
RR
Series 63
Date: 10/26/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 8/15/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 12/5/1969
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 4/21/1975
Registered Principal Examination

Current Firm


SR
SPOUTING ROCK CAPITAL ADVISORS, LLC
SPOUTING ROCK CAPITAL ADVISORS, LLC

CRD#: 143180 / SEC#: , 8-67539

BD
Terminated by SEC on 02/21/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/17/2006
Firm type
Limited Liability Company
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PAGE, BLAKELY CHAPMANMANAGING MEMBER, PRESIDENT, PRINCIPAL, CCO2922955
SPOUTING ROCK FINANCIAL PARTNERS, LLCMEMBER
KINZER, CAROL ANNFINANCIAL AND OPERATIONS PRINCIPAL4519471

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


SPOUTING ROCK CAPITAL ADVISORS, LLC

CRD#: 143180

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