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KA

Kamyar Amiri-davani

3G FINANCIAL
Irvine, CA 92618
Some features on this profile are disabled
CRD#: 6884802
KA

Professional summary

Kamyar Amiri-davani, who also goes by Kamyar Davani, is a registered financial professional currently at 3G FINANCIAL located in Irvine, California.

Kamyar is registered as a RR (Registered Representative) and started their career in finance in 2018. Kamyar has worked at 3 firms and has passed the Series 63, SIE and Series 82 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kamyar Davani

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 Kamyar Amiri-davani'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

March 2, 2024 - Present

3G FINANCIAL

Office #1: 530 Technology Dr Suite 100 & 200, Irvine, CA 92618Office #2: One Sansome St Ste 2080, San Francisco , CA 94104
BD
CRD#: 317740
Irvine, CA
Past

June 15, 2018 - March 10, 2022

KINGSWOOD CAPITAL PARTNERS, LLC

BD
CRD#: 288898
Irvine, CA
Past

March 26, 2018 - June 15, 2018

SGMA CAPITAL MARKETS LIMITED

BD
CRD#: 135327
Irvine, CA

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
(3/2/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 4/11/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 82
Date: 3/26/2018
Limited Representative-Private Securities Offerings
SRO Registrations
RR
FINRA

Current Firm

3F
3G FINANCIAL
3G FINANCIAL | GOLDEN GATE GLOBAL FINANCIAL, LLC

CRD#: 317740 / SEC#: , 8-70903

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

Main Address
101 Crawfords Corner Rd., Suite 4116, Holmdel, NJ 07733
Mailing Address
101 Crawfords Corner Rd., Suite 4116, Holmdel, NJ 07733
Phone number
(212) 220-5766
Established
Delaware since 10/01/2021
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (6 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#
GGG FINANCIAL, LLCMEMBER
DECICCO, JEFFREY ALLAN SR.CEO/CCO4190543
HAYES, SUSANFINOP/CFO/POO/PFO2856326

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

3G FINANCIAL

CRD#: 317740Irvine, CA 92618

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