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Drew William Davis

Brookstone Capital Management LLC

Wheaton, IL

Fort Wayne, IN

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Current Employers
Brookstone Capital Management Llc

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2024-09-03
IN RA APPROVED 2024-08-28
SC RA APPROVED 2024-08-28
  • WV RA
    APPROVED
    Since 2024-09-03
  • IN RA
    APPROVED
    Since 2024-08-28
  • SC RA
    APPROVED
    Since 2024-08-28

Branch Locations

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

9602 Coldwater Rd Suite 204, Fort Wayne, IN 46825 • 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
Fort Wayne Community Schools Fort Wayne IN 06/2005 08/2018
Outdoor Concepts Bluffton IN 09/2018 12/2023
Millard Financial Group Fort Wayne IN 01/2024 Present
  • 06/2005 → 08/2018
    Fort Wayne Community Schools
    Fort Wayne, IN
  • 09/2018 → 12/2023
    Outdoor Concepts
    Bluffton, IN
  • 01/2024 → Present
    Millard Financial Group
    Fort Wayne, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-14
  • S65 Uniform Investment Adviser Law Examination
    2024-08-14
Other Names
  • Drew Davis

View on SEC IAPD

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Other Offices

BOOSTER ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE WEALTH ADVISORS, LLC · WHEATON, IL
BROOKSTONE ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · Wheaton, IL
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