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Brian T Davis

Otr Global LLC

Purchase, NY

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Current Employers
Otr Global Llc

One Manhattanville Road Suite 105, Purchase, NY 10577 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-09
  • CA RA
    APPROVED
    Since 2026-03-09

Branch Locations

One Manhattanville Road Suite 105, Purchase, NY 10577 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Third Bridge New York NY 04/2019 06/2023
Telsey Advisory Group New York NY 07/2015 05/2017
Bwg Global Cranford NJ 10/2025 Present
Unemployed New York NY 06/2023 10/2025
Quilinx Research New York NY 05/2017 04/2019
  • 04/2019 → 06/2023
    Third Bridge
    New York, NY
  • 07/2015 → 05/2017
    Telsey Advisory Group
    New York, NY
  • 10/2025 → Present
    Bwg Global
    Cranford, NJ
  • 06/2023 → 10/2025
    Unemployed
    New York, NY
  • 05/2017 → 04/2019
    Quilinx Research
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-09
S63 Uniform Securities Agent State Law Examination 2011-07-11
  • S65 Uniform Investment Adviser Law Examination
    2026-03-09
  • S63 Uniform Securities Agent State Law Examination
    2011-07-11
Other Names
  • Brian Todd Davis

View on SEC IAPD

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DYLAN William WYNNE
ROB ANTONY SABEL

Other Offices

GREENHAVEN ASSOCIATES INC · PURCHASE, NY
UBS FINANCIAL SERVICES INC. · Purchase, NY
NOW ASSET MANAGEMENT LLC · PURCHASE, NY
JANNEY MONTGOMERY SCOTT LLC · PURCHASE, NY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PURCHASE, NY
GREYWOLF CAPITAL MANAGEMENT LP · PURCHASE, NY
OLSTEIN CAPITAL MANAGEMENT, L.P. · PURCHASE, NY
RBC CAPITAL MARKETS, LLC · PURCHASE, NY

More in Purchase, NY

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