Brian Davis has been an investment adviser representative at Destiny Wealth Partners since July 2025, and is not listed among the firm’s executive officers or direct owners. Brian Davis holds a Master's degree in leadership and organizational development from Saint Louis University.
Destiny Wealth Partners, LLC is a Tavares, FL firm with $947M under management, 939 clients and 11 advisers across 5 offices, as of its June 2026 filing.
Brian Davis is President of Wealth Management at Destiny Wealth Partners, where he oversees the firm's Wealth Management division. His career began in 1999 at Charles Schwab. He later held leadership roles at Scottrade Advisor Services, Wealth Enhancement Group and Your Mental Wealth Advisors.
Brian Davis’ longest registration was 2 years at Occidental Asset Management, LLC (2015–2017). Before joining Destiny Wealth Partners in 2025, Brian Davis was registered through Wealth Enhancement Advisory Services, LLC and Occidental Asset Management, LLC.
- Destiny Wealth Partners, LLCCurrent– present · 1 yearTavares, FL · Adviser representative · Firm CRD 171346
- Wealth Enhancement Advisory Services, LLC– · 1 yearOrlando, FL · Adviser representative · Firm CRD 116407
- Occidental Asset Management, LLC– · 2 yearsAltamonte Springs, FL · Adviser representative · Firm CRD 168650
- PFG Financial Advisors– · 1 yearAltamonte Springs, FL · Adviser representative · Firm CRD 116021
Investment adviser representative registrations
Brian Davis is registered as an investment adviser representative in Florida, since July 2025.
- FloridaSince 25 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 June 2025 |
| Series 7TO | General Securities Representative Examination | 2 December 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 June 2018 |
| Series 24 | General Securities Principal Examination | 17 April 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 June 2000 |
| Series 7 | General Securities Representative Examination | 9 May 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4075036
- Firm
- Destiny Wealth Partners · CRD 171346
- Office
- 2100 LAKE EUSTIS DR., Tavares, FL 32778
- Registration
- Investment adviser registration
- In the industry since
- September 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- destinywealth.com
Where does Brian Davis work?
Brian Davis is an investment adviser representative registered through Destiny Wealth Partners, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Brian Davis a financial advisor?
Yes. Brian Davis has a current investment-adviser registration in Florida, through Destiny Wealth Partners since July 2025.
How many years of experience does Brian Davis have?
Brian Davis has 20 years in the financial industry, since September 2006, across 4 adviser firms.
What exams has Brian Davis passed?
Brian Davis has passed 6 licensing exams: the Series 7, Series 63, Series 24, Series 66, Series 7TO and Series 65. The earliest, the Series 7, was passed in May 2000. FINRA credited Brian Davis with the SIE, which began in October 2018.
Where did Brian Davis work before Destiny Wealth Partners?
Before Destiny Wealth Partners, Brian Davis was registered through Wealth Enhancement Advisory Services, LLC, December 2017 to December 2019; Occidental Asset Management, LLC, March 2015 to May 2017; PFG Financial Advisors, June 2003 to December 2004.
Where is Brian Davis based?
Brian Davis’ registered office is in Tavares, FL.
Is Brian Davis registered with FINRA?
No. Brian Davis has no current broker registration.
How can I verify Brian Davis’ record?
Search CRD 4075036 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Davis’ full registration record.
