Brian Kenneth Davis

Current Employers

Employment History

• 10/1999 → Present
  Principal Securities Inc
  Richwood, OH
• 11/2013 → Present
  Davis Wealth Planning, Ltd
  Richwood, OH

Other Businesses

**FARM INCOME, 05/2010, OWNS FARM IN OH, RECEIVES FARM INCOME. **HEALTH INSURANCE, SELLING GROUP HEALTH INSURANCE THROUGH VARIOUS CARRIERS, 2/11. **KEN DAVIS SONS, PART-TIME EMPLOYMENT AS A BLACKSMITH & FARMER SUPPLY STORE, 10/15/12. **Fixed Insurance, Annuities, LTC, Life, DI, Health, 05/30/17. **North Union Local Schools; Not Investment Related; 12920 St. Rte. 739, Richwood, OH 43344; School Board Member; Responsible for setting school policy and oversee implementation of policy; Start Date: 01/01/2018; 2 hrs per month; 0 during trading hours. **DIAMOND J PROPERTIES LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/28/2024 ADDRESS: 13859 Graham Jones Road, PO Box 127, Richwood OH 43344, United States DESCRIPTION: Establishing LLC to purchase a Commercial Building. **DIAMOND J PROPERTIES LLC POSITION: Owner NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/28/2024 ADDRESS: 13859 GRAHAM JONES RD - PO Box 127, PO Box 127, Richwood OH 43344, United States DESCRIPTION: LLC will receive Rental Income from Ken Davis & Sons for rent. **FARRIER COFFEE CO POSITION: Founder NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2024 ADDRESS: 367 East Blagrove Street, Richwood OH 43344, United States DESCRIPTION: Farrier Coffee Company was founded with the goal of providing hand crafted coffee to our Farrier customers and the equine industry.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-01-07