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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-10-27 |
| MO | RA | APPROVED | 2020-07-31 |
| AZ | RA | APPROVED | 2020-03-20 |
| UT | RA | APPROVED | 2019-10-21 |
| MI | RA | APPROVED | 2019-10-14 |
| GA | RA | APPROVED | 2018-12-11 |
| FL | RA | APPROVED | 2018-12-10 |
| CA | RA | APPROVED | 2018-12-07 |
| NM | RA | APPROVED | 2018-12-07 |
| TX | RA | APPROVED | 2018-12-07 |
| WA | RA | APPROVED | 2018-12-07 |
Branch Locations
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • UNITED STATES
4350 Dipaolo Center Suite 1A, Glenview, IL 60025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dana B. Davidson Cpa Company P.C. | Northbrook | IL | 09/1990 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 12/2018 |
| Momentum Independent Network Inc. | Dallas | TX | 12/2018 | Present |
1) DANA B DAVIDSON CPA CO, PC-S CORP, PRESIDENT, TAX ACCOUNTING PRACTICE; TOTAL FINANCIAL SECURITY CORP, S-CORP, FINANCIAL SERVICES AND FIXED INSURANCE, PRESIDENT, PROVIDES INVESTMENT SERVICES AND FIXED INSURANCE; 4350 DiPaolo Center, Suite 1A, Glenview, IL 60025 - Started 1/1/94 - 75% devoted during business hrs - 25% devoted during non-business hrs - No conflicts of interest 2) FRIENDSHIP FARMS; NON-INVESTMENT RELATED; WHEELING, IL; FARMING OF RENTAL PROPERTY; OWNER; STARTED NOVEMBER 2022; 8 HRS/MO; 4 HRS/MO DURING BUSINESS HOURS. 3) JUDSON UNIVERSITY - JU BOARD OF TRUSTEES - TRUSTEE - NO COMPENSATION - 8 HOURS PER MONTH OR LESS DURING BUSINESS HOURS - 8 HOURS PER MONTH or LESS DURING non BUSINESS HOURS - START DATE 05/01/2009 - ELGIN, IL - NO CONFLICTS OF INTEREST. 4) Dana Hope - Non-investment related - Wheeling, IL - Statistical Analysis and Professional Gaming - Owner - Started 8/1/2019 - Zero Hrs/Mo during business hours, Undetermined Hrs/Mo during non-business hours. 5) Marshall Culver 150 LLC; non-investment related; Glenview, IL; Real Estate Management/Real Estate Ownership/Farm Management/Farm Ownership; Manager; started 3/01/2000; 2 hrs/week during business hours; 2 hrs/week total. 6) Total Financial Security Corporation; Investment Related; Fixed insurance product agency; President; Started January 1, 1994; 8 hrs/day; 6 hrs/day during non-business hours; 7) First Time Productions, Inc.; non-investment related; Culver, IN; Movie production and related services; President; Started May 27, 2022; 24 hrs/mo; zero hrs/mo during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-24 |
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