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Haley P. Davis

THIRD LAKE ASSOCIATES
TAMPA, FL 33605
Some features on this profile are disabled
CRD#: 8008092
HD
Haley Paige DavisTHIRD LAKE ASSOCIATES

Professional summary

Haley Paige Davis, who also goes by Haley Davis, is a registered financial professional currently at THIRD LAKE ASSOCIATES, LLC located in Tampa, Florida.

Haley is registered as a RR (Registered Representative) and started their career in finance in 2025. Haley has worked at 2 firms and has passed the Series 7TO and SIE exams.

Aliases

Haley 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 Haley Paige 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

September 17, 2026 - Present

THIRD LAKE ASSOCIATES, LLC

Office #1: 1600 East 8th Avenue,, Suite A-208, Tampa, FL 33605
BD
CRD#: 324388
TAMPA, FL
Past

January 8, 2025 - April 24, 2025

OAKPOINT SOLUTIONS, LLC

BD
CRD#: 171775
TAMPA, FL

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

What does exam status mean?
General Industry/Product Exam
RR
Series 7TO
Status Unavailable
Passed: 12/10/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 8/22/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

TL
THIRD LAKE ASSOCIATES, LLC
THIRD LAKE ASSOCIATES, LLC

CRD#: 324388 / SEC#: , 8-71097

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

Main Address
1600 East 8th Avenue Suite A-208, Tampa, FL 33605
Mailing Address
1600 East 8th Avenue Suite A-208, Tampa, FL 33605
Phone number
(727) 349-9300
Established
Delaware since 08/14/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (18 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
THIRD LAKE HOLDINGS, LLCOWNER
BECK, ERIC JASONCHIEF COMPLIANCE OFFICER4824373
RUSSUM, ANDREW CHARLESFINOP8100848
THOMAS, LUKE AARONMANAGING PARTNER5884376

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

THIRD LAKE ASSOCIATES, LLC

CRD#: 324388Tampa, FL 33605

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