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Andrew R. Davis

BLUE SAND SECURITIES LLC
NAPLES, FL
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CRD#: 6564358
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Professional summary


Andrew Reede Burt Davis, who also goes by Drew Davis, Andrew Reede Burt Davis, is a registered financial professional currently at BLUE SAND SECURITIES LLC located in Naples, Florida.

Andrew is registered as a RR (Registered Representative) and started their career in finance in 2015. Andrew has worked at 1 firm and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Drew Davis | Andrew Reede Burt Davis

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) - BD


Click below to view Andrew Reede Burt Davis's CRS (Customer Relationship Summary).
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®
None

Experience


Current

October 27, 2015 - Present

BLUE SAND SECURITIES LLC

BD
CRD#: 142976
NAPLES, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(10/28/2015)
RR
Connecticut
(10/4/2016)
RR
Florida
(10/4/2016)
RR
Illinois
(10/4/2016)
RR
Massachusetts
(10/4/2016)
RR
New Jersey
(10/4/2016)
RR
New York
(10/4/2016)
RR
North Carolina
(10/4/2016)
RR
Pennsylvania
(10/4/2016)
RR
Texas
(10/4/2016)
RR
Wisconsin
(10/4/2016)
RR
Wyoming
(10/4/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 10/28/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BS
BLUE SAND SECURITIES LLC
BLUE SAND SECURITIES LLC | BSC SECURITIES LLC

CRD#: 142976 / SEC#: , 8-67514

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
4034 Glenridge Street, Kensignton, MD 20895
Mailing Address
4034 Glenridge Street, Kensington, MD 20895
Phone number
(212) 810-4321
Established
Delaware since 08/31/2006
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BLUE SAND CAPITAL LLCSOLE OWNER
COONEY, MICHAEL ANTHONYMANAGING MEMBER; GENERAL SECURITIES PRINCIPAL2530742
CROTTY, SHANNON ROSECHIEF COMPLIANCE OFFICER4607010
HELLER, JEFFREY PHILIPCHIEF FINANCIAL OFFICER; FINANCIAL AND OPERATIONAL PRINCIPAL3139370

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


BLUE SAND SECURITIES LLC

CRD#: 142976Naples, FL

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