Brian Davis

DESTINY WEALTH PARTNERS

Tavares, FL 32778

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CRD#: 4075036

Professional summary

Brian Davis, who also goes by Brian Alan Davis, is a registered financial advisor currently at DESTINY WEALTH PARTNERS, LLC located in Tavares, Florida.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brian has worked at 9 firms and has passed the Series 65, Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Alan Davis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of other business: BryteBridge; Is business Investment related: No; Address of other business: 7021 University Blvd., Winter Park, FL 32792; Nature of other business: Nonprofit Compliance and Accounting; Your position: Board Member; Start date of relationship: 11/2019; Approx. # of hours /month devote to other business: 4; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Founder. Sold business and now serve as a board member and shareholder.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Davis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 25, 2025 - Present

DESTINY WEALTH PARTNERS, LLC

Office #1: 2100 Lake Eustis Dr., Tavares, FL 32778

RIA

CRD#: 171346

Tavares, FL

Past

December 18, 2017 - December 16, 2019

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA

CRD#: 116407

ORLANDO, FL

Past

November 28, 2017 - December 16, 2019

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

CRD#: 130139

PLYMOUTH, MN

Past

October 25, 2017 - May 4, 2020

LPL FINANCIAL LLC

CRD#: 6413

ORLANDO, FL

Past

March 4, 2015 - May 24, 2017

OCCIDENTAL ASSET MANAGEMENT, LLC

RIA

CRD#: 168650

ALTAMONTE SPRINGS, FL

Past

January 22, 2004 - July 11, 2014

SCOTTRADE, INC.

CRD#: 8206

ST. LOUIS, MO

Past

June 17, 2003 - December 14, 2004

VICUS CAPITAL, INC.

RIA

CRD#: 116021

ALTAMONTE SPRINGS, FL

Past

January 14, 2003 - January 23, 2004

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

May 10, 2000 - December 31, 2002

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DESTINY WEALTH PARTNERS, LLC

CRD#: 171346 / SEC#: 801-79789

RIA

Registered Investment Advisory firm - (5/28/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/24/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/1/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/2/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/2/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/9/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/17/2009

General Securities Principal Examination

Current Firm

DESTINY WEALTH PARTNERS, LLC

CRD#: 171346 / SEC#: 801-79789

RIA

Registered Investment Advisory firm - (5/28/2014 Approved)

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Contact information

Main Address

2100 Lake Eustis Dr., Tavares, FL 32778

Mailing Address

Phone number

(352) 343-2700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DESTINY WEALTH PARTNERS WRAP BROCHURE (8/28/2025)

DESTINY WEALTH PARTNER PART 2A BROCHURE (8/28/2025)

Regulatory assets under management

Total Number of Accounts	3,030
AUM (Assets Under Management)	$ 1,125,679,810

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Brian Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

LPL FINANCIAL LLC

OCCIDENTAL ASSET MANAGEMENT, LLC

SCOTTRADE, INC.

VICUS CAPITAL, INC.

WALNUT STREET SECURITIES, INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

DESTINY WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/24/2025

Series 66

Date: 6/1/2018

Series 63

Date: 6/2/2000

Series 7TO

Date: 12/2/2022

SIE

Date: 10/1/2018

Series 7

Date: 5/9/2000

Series 24

Date: 4/17/2009

Current Firm

DESTINY WEALTH PARTNERS, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DESTINY WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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