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Ned Davis Research, Inc. CRD 112260
$2.22M regulatory AUM 1,577 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3665 Bee Ridge Road Suite 306, Sarasota, FL 34233 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-21 |
Branch Locations
3665 Bee Ridge Road Suite 306, Sarasota, FL 34233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ned Davis Research, Inc. | Venice | FL | 12/1989 | 09/2020 |
| Amera Securities Llc | Malvern | PA | 02/2022 | 01/2024 |
| Self Employed | Venice | FL | 11/2020 | 01/2021 |
| Aim Financial Coaching, Llc | Venice | FL | 02/2021 | 01/2024 |
| Cmg Capital Management Group | Malvern | PA | 09/2022 | 05/2024 |
| Metric Financial, Llc. | Atlanta | GA | 02/2024 | 05/2024 |
| Ned Davis Research, Inc. | Sarasota | FL | 05/2024 | Present |
1) Journey To Master Class, LLC; President; not investment related; Venice, FL; Coaching, education targeted to sporting clay activities; 12/2021; 10 hrs/month; 5 hrs/month during trading hrs; Blog post & maintenance, create content, coach. 2) Heaven's Gift; not investment related; Mineral Blu??, GA; Rental income; Owner; 2005; Internet with rental management team. 3 hours / month; 0 hours during trading hours. 3) Market research consulting: Venice, FL. Not investment related. Guidepost reaches out to industry experts to provide feedback for businesses looking for market space input. Focus is around RIA space. since 2023; .25 hours / month]; .25 hours during trading hours. 4) Real Estate Lending: Venice, FL. Invested related. Short-term bridge lending on real estate deals; since 7/2021; 1 hours / month; .5 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-07-08 |
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