Individual Firm
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Davis Kaleb Wright
Davis Wright
CRD#: 6865182
IA
B
EDWARD JONESCRD#: 250 3019 N GRIMES ST
HOBBS, NM 88240
HOBBS, NM 88240
0
Disclosures
7
Years of Experience
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State Registrations
B
Arizona 5/7/2021
B
New Mexico 5/7/2021
B
Colorado 5/7/2021
IA
New Mexico 5/10/2021
B
Florida 8/26/2024
B
Oklahoma 11/7/2022
B
Louisiana 2/12/2025
B
Texas 5/7/2021
B
Michigan 7/19/2022
IA
Texas 5/7/2021
B
Missouri 2/28/2025
B
Virginia 10/19/2021
SRO Registrations
B
B
B
B
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IA
B
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 02/13/2018 - 05/10/2021 | HOBBS, NM | |
B | 01/08/2018 - 05/10/2021 | HOBBS, NM |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.