Brian Michael Davis

Current Employers

Employment History

• 05/2002 → Present
  Davis Wealth Management, Llc
  Akron, OH
• 03/2009 → Present
  Lpl Financial
  Akron, OH

Previous Registrations

• 2003-01-14 → 2009-03-12
  Hornor, Townsend & Kent, Llc
  Akron, OH
  Akron, OH
  Akron, OH

Other Businesses

1. 03/06/2009 - No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - 30% OF TIME - SALES OF FIXED LIFE INSURNACE PRODUCTS NOT AVAILABLE THROUGH LPL. 2. 4/10/2009 - DAVIS WEALTH MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR DBA - Time Spent 10% - RIA PROVIDE FINANCIAL PLANNING. 3. 4/10/2009 - Davis Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 10% - RIA provide financial planning. 4. 4/27/2012 - Ascendant Retirement Solutions - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 5. 12/26/2012 - DAVIS WEALTH MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 6. 11/20/2019 - Davis Wealth Management, LLC - Investment related - At reported business location(s) - Registered Investment Advisor - start date:1/2009 - 16 hrs/mo - 16 hrs during trading - I provide financial planning and consulting services through Davis Wealth Management, LLC, an independent investment advisor firm.  I started this business activity in 1/2009. I expect to spend approximately 16 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 advisory firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-16
• S63 Uniform Securities Agent State Law Examination
  1992-11-17

Designations