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Christopher James Davidson

Investment Adviser Representative at Cambridge Investment Research Advisors, Inc.

Rockwall, TXCRD #5641264Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Christopher James Davidson is an investment adviser representative in Rockwall, TX, currently registered with Cambridge Investment Research Advisors, Inc. and Proxy Wealth Advisors LLC. They have worked in the securities industry since 2009 and have been registered with 7 firms, including Proxy Freedom and United Planners' Financial Services of America A Limited Partner. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/30/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 3/20/2009
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 9/20/2018
Series 7
General Securities Representative Examination
Passed 2/16/2010
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/12/2009

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Cambridge Investment Research Advisors, Inc.Current
8/12/2025 – Rockwall, TX
Proxy Wealth Advisors LLCCurrent
2/19/2023 – Windermere, FL
Proxy Freedom
6/30/2023 – 1/12/2026Walnut Creek, CA
United Planners' Financial Services OF America A Limited Partner
9/26/2022 – 1/25/2023Walnut Creek, CA
Proxy Wealth Advisors LLC
9/18/2018 – 9/15/2022Rockwall, TX
Lincoln Financial Advisors Corporation
12/12/2016 – 9/20/2018San Ramon, CA
MSI Financial Services, Inc.
6/12/2015 – 12/12/2016Walnut Creek, CA
Metlife Securities Inc.
2/5/2014 – 3/27/2015Walnut Creek, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Metlife Securities Inc.
    Feb 2009 – Dec 2016New York, NY
  2. Lincoln Financial Advisors Corporation
    Dec 2016 – Sep 2018San Ramon, CA
  3. Proxy Wealth Advisors LLC
    Jul 2018 – Sep 2022Aventura, FL
  4. Proxy Capital Partners
    Aug 2017 – Aug 2025Aventura, FL
  5. Vitucci & Associates
    Oct 2022 – Jan 2023Walnut Creek, CA
  6. Proxy Wealth Advisors LLC
    Sep 2022 – Aug 2025Aventura, FL
  7. Proxy Financial Corp
    Jul 2022 – Aug 2025Aventura, FL
  8. Proxy Freedom LLC
    Jun 2022 – Jul 2023Walnut Creek, CA
  9. Proxy International LLC
    Dec 2022 – Aug 2025New York, NY
  10. United Planners' Financial Services of America A Limited Partner
    Oct 2022 – Jan 2023Scottsdale, AZ
  11. Dalmore Group LLC
    Mar 2021 – Feb 2022Woodmere, NY
  12. Insurance Agent
    Apr 2009 – Jul 2019Walnut Creek, CA
  13. Proxy Freedom
    Aug 2023 – Aug 2025Walnut Creek, CA
  14. Cambridge Investment Research Advisors, Inc.
    Aug 2025 – no end date reportedFairfield, IA
  15. Cambridge Investment Research Inc
    Aug 2025 – no end date reportedFairfield, IA
  16. Cambridge Investment Research Inc
    Jun 2026 – no end date reportedFairfield, IA

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Cambridge Investment Research Advisors, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersMarket TimingEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3,948
Offices listed on AdvisorFinder:
26
Main office:
Fairfield, IA
SEC file number:
801-63930

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 11, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher James Davidson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Christopher James Davidson - Fees, Credentials & Background