Corwin Davidson is a registered investment advisor, based in Round Rock, TX, with 12 years of industry experience.
Location
Round Rock, TX
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Regulatory History (1)
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Criminal
March 2004Final Disposition
Other Business ActivitiesSells Insurance
Corwin is involved in several business activities, including sales of investment and insurance products through Wealth Strategies Advisory Group and Transcend. He also sells insurance policies through Advisors Excel and provides exit planning services for business owners, dedicating full-time hours to each of these roles.
Employment History
Current Registrations
Realta Equities, INC.Broker
February 2025 - Present · 1 yr 2 mos
Transce3nd LLC
December 2024 - Present · 1 yr 4 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - December 2024 · 6 mos
Osaic Wealth, INC.
June 2024 - December 2024 · 6 mos
Securities America Advisors, INC.
July 2023 - June 2024 · 11 mos
Securities America, INC.Broker
July 2023 - June 2024 · 11 mos
Park Avenue Securities LLC
March 2016 - August 2023 · 7 yrs 5 mos
Park Avenue Securities LLCBroker
March 2016 - August 2023 · 7 yrs 5 mos
Securian Financial Services, INC.
October 2013 - February 2016 · 2 yrs 4 mos
Securian Financial Services, INC.Broker
August 2013 - February 2016 · 2 yrs 6 mos
State Registrations1 state
TX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.