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Current Employers
Adk Wealth Advisory Group

12935 North Outer Forty Road Suite 101, St. Louis, MO 63141 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-03-18
MO RA APPROVED 2016-02-18
  • TX RA
    APPROVED_RES
    Since 2022-03-18
  • MO RA
    APPROVED
    Since 2016-02-18

Branch Locations

12935 North Outer Forty Road Suite 101, St. Louis, MO 63141 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Creve Coeur MO 05/2007 Present
Kraft, Davis & Associates, Llc (Dba: Adk Wealth Advisory Group) Creve Coeur MO 06/2015 Present
  • 05/2007 → Present
    Lpl Financial Llc
    Creve Coeur, MO
  • 06/2015 → Present
    Kraft, Davis & Associates, Llc (Dba: Adk Wealth Advisory Group)
    Creve Coeur, MO
Other Businesses

1. 11/23/2010 - ADK WEALTH ADVISORY GROUP - INV REL AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 2. 11/28/2012: OTHER-NOTARY / NOTARY OF PUBLIC IN STATE OF MISSOURI. DO NOT CHARGE A FEE AND PRIMARY DO IT FOR CLIENTS AND FRIENDS/ FAMILY. / TIME SPENT 1% 3. 7/29/2015 - KRAFT, DAVIS & ASSOCIATES, LLC - DBA: (Hybrid) ADK Wealth Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - START 06/19/2015 - 50 HOURS PER MONTH, 30 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. 4. 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. 5. 10/20/2020 - Kraft, Davis & Associates, LLC - DBA: (Hybrid) ADK Wealth Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 06/19/2015 - 50 Hours Per Month/30 Hours During Securities Trading. 6. 10/22/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/21/2020 - 6 Hours Per Month/4 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-23
  • S66 Uniform Combined State Law Examination
    2012-02-23

View on SEC IAPD

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