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David Churchill

ENVOY SECURITIES
Charlotte, NC 28202
Some features on this profile are disabled
CRD#: 6835984
DC
David ChurchillENVOY SECURITIES

Professional summary

David Churchill, who also goes by David Lee Churchill Jr, David Lee Churchill, is a registered financial professional currently at ENVOY SECURITIES located in Charlotte, North Carolina.

David is registered as a RR (Registered Representative) and started their career in finance in 2019. David has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

Aliases

David Lee Churchill Jr | David Lee Churchill

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 David Churchill'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

July 6, 2026 - Present

ENVOY SECURITIES

Office #1: 300 S. Tryon St Suite 200, Charlotte, NC 28202
BD
CRD#: 327493
Charlotte, NC
Past

September 11, 2019 - July 8, 2025

CANACCORD GENUITY LLC

BD
CRD#: 1020
Charlotte, NC

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
North Carolina
(7/7/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 11/23/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/11/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/18/2018
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

ES
ENVOY SECURITIES
ENVOY SECURITIES | ENVOY SECURITIES LLC

CRD#: 327493 / SEC#: , 8-71118

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

Main Address
300 S. Tryon St. Suite 200, Charlotte, NC 28202
Mailing Address
300 S. Tryon St. Suite 200, Charlotte, NC 28202
Phone number
(704) 251-5164
Established
Delaware since 05/03/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
ENVOY CAPITAL ADVISORS LLCMANAGING MEMBER
MARTIN, GARTH MITCHELLMANAGING DIRECTOR7433278
POSTIGO, KEVIN ANDREDIRECTOR6343857
SCHLEIFER, JUSTIN HAYESCHIEF COMPLIANCE OFFICER/FINOP5977433

Red Flags

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

Company Information

ENVOY SECURITIES

CRD#: 327493Charlotte, NC 28202

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