Daniel Carl Davis

Current Employers

Employment History

• 02/1998 → Present
  Lpl Financial Llc
  Creve Coeur, MO
• 06/2015 → Present
  Kraft, Davis & Associates, Llc (Dba: Adk Wealth Advisory Group)
  Creve Coeur, MO

Previous Registrations

• 1999-10-21 → 2009-12-31
  Adk Wealth Advisory Group
  St. Louis, MO

Other Businesses

1. 05/13/2010: KRAFT, DAVIS & ASSOCIATES, LLC (DBA ADK WEALTH ADVISORY GROUP) - INV REL - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - 1% OF TIME SPENT 2. 04/14/2014: ADK WEALTH ADVISORY GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - Time Spent 1%. 3. 07/09/2015: KRAFT, DAVIS & ASSOCIATES, LLC - DBA: (HYBRID) ADK WEALTH ADVISORY GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - START 06/04/2015 - 50 Hours Per Month/8 Hours During Securities Trading. 4. 07/09/2015: KRAFT, DAVIS & ASSOCIATES, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID - IAR - START 06/04/2015 - 50 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Kraft, Davis & Associates, LLC, an independent investment advisor firm. I started this business activity in 06/2015. I expect to spend approximately 50 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 3/28/2018 - Apollo Management Holding LLC - Not Investment Related - 12935 N. Outer Forty Dr., Ste. 101, St. Louis, MO 63141 - Real Estate Rental - Start Date 04/02/2018 - 0 Hours Per Month. 6. 10/08/2019 - Financial Planning World - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:10/03/2019 - 15 hrs/mo - 2 hrs during trading. 7. 1/30/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Other - Business Purchase - Start Date - 04/01/2022 - 40 Hours Per Month/40 Hours During Securities Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-07-29