Brian McConnell has been an investment adviser representative at Daviman Financial since January 2025, and is not listed among the firm’s executive officers or direct owners.
Daviman Financial, LLC is a firm with $234M under management, 256 clients and 3 advisers across 2 offices, as of its July 2026 filing.
Brian McConnell’s longest registration is the current one, 1 year at Daviman Financial since 2025. Before joining Daviman Financial in 2025, Brian McConnell was registered through Smart Wealth, LLC.
- Daviman Financial, LLCCurrent– present · 1 yearHenderson, NV · Adviser representative · Firm CRD 285030
- Smart Wealth, LLC– · under a yearHenderson, NV · Adviser representative · Firm CRD 315496
Investment adviser representative registrations
Brian McConnell is registered as an investment adviser representative in 2 states. Each was approved in January 2025.
- IndianaSince 21 January 2025
- NevadaSince 21 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 October 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brian Douglas McConnell
- CRD
- 7913262
- Firm
- Daviman Financial · CRD 285030
- Office
- 2831 St. Rose Pkwy, Suite 200-225, Henderson, NV 89052
- Registration
- Investment adviser registration
- In the industry since
- May 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Brian McConnell work?
Brian McConnell is an investment adviser representative registered through Daviman Financial, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Brian McConnell a financial advisor?
Yes. Brian McConnell has a current investment-adviser registration in Indiana and Nevada, through Daviman Financial since January 2025.
How many years of experience does Brian McConnell have?
Brian McConnell has 2 years in the financial industry, since May 2024, across 2 adviser firms.
What exams has Brian McConnell passed?
Brian McConnell passed the Series 65 in October 2023.
Where is Brian McConnell based?
Brian McConnell’s registered office is in Henderson, NV.
Is Brian McConnell registered with FINRA?
No. Brian McConnell has no current broker registration.
How can I verify Brian McConnell’s record?
Search CRD 7913262 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian McConnell’s full registration record.
