Brian Davis

Current Employers

Employment History

• 03/2015 → 05/2017
  Occidental Asset Management
  Altamonte Springs, FL
• 12/2012 → 12/2019
  Wealth Enhancement Group
  Plymouth, MN
• 05/2017 → 12/2019
  Lpl Financial
  Plymouth, MN
• 12/2012 → 12/2019
  Wealth Enhancement Advisory Services
  Plymouth, MN
• 11/2019 → 05/2025
  Brytebridge
  Winter Park, FL
• 05/2025 → Present
  Destiny Wealth Partners
  Tavares, FL

Previous Registrations

• 2017-12-18 → 2019-12-16
  Wealth Enhancement Advisory Services, Llc
  Orlando, FL
  Plymouth, MN
• 2015-03-04 → 2017-05-24
  Occidental Asset Management, Llc
  Altamonte Springs, FL
  Burlingame, CA
• 2003-06-17 → 2004-12-14
  Vicus Capital, Inc.
  Altamonte Springs, FL

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-24
• S66 Uniform Combined State Law Examination
  2018-06-01
• S63 Uniform Securities Agent State Law Examination
  2000-06-02

Other Names

• Brian Alan Davis