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12935 North Outer Forty Road Suite 101, St. Louis, MO 63141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-18 |
| MO | RA | APPROVED | 2016-02-18 |
Branch Locations
12935 North Outer Forty Road Suite 101, St. Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Creve Coeur | MO | 05/2007 | Present |
| Kraft, Davis & Associates, Llc (Dba: Adk Wealth Advisory Group) | Creve Coeur | MO | 06/2015 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-23 |
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