John G. Davenport

DAVENPORT PBH LLC

INLET BEACH, FL 32461

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CRD#: 6670616

Professional summary

John Gillis Davenport Jr is a registered financial advisor currently at DAVENPORT PBH LLC located in Inlet Beach, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. John has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view John Gillis Davenport Jr'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®

None

Experience

Current

June 27, 2022 - Present

DAVENPORT PBH LLC

Office #1: 137 Roundwood Dr, Inlet Beach, FL 32461

RIA

CRD#: 319224

INLET BEACH, FL

Past

September 11, 2017 - October 31, 2019

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

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

Florida
(6/5/2024)

IAR

New York
(6/27/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/3/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/14/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/11/2017

General Securities Representative Examination

Current Firm

DAVENPORT PBH LLC

DAVENPORT PBH LLC | PBH CAPITAL LP | JGD2 CAPITAL MANAGEMENT | J&S CAPITAL MANAGEMENT

CRD#: 319224 / SEC#:

Florida

Registered Investment Advisory firm - (6/5/2024 Approved)

New York

Registered Investment Advisory firm - (6/27/2022 Approved)

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Contact information

Main Address

137 Roundwood Dr, Inlet Beach, FL 32461

Mailing Address

Phone number

(949) 355-5399

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 6,500,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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John G. Davenport

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Gillis Davenport Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

DAVENPORT PBH LLC

RBC CAPITAL MARKETS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/3/2022

Series 63

Date: 9/14/2017

SIE

Date: 10/1/2018

Series 7

Date: 9/11/2017

Current Firm

DAVENPORT PBH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DAVENPORT PBH LLC

TRUST BUT VERIFY

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