Douglas Alan Davis

Current Employers

Employment History

• 06/2009 → 07/2018
  Waddell & Reed, Inc.
  Louisville, KY
• 01/2010 → 07/2018
  Various Insurance Carriers For W&R Insurance Agencies
  Louisville, KY
• 07/2018 → Present
  Lpl Financial, Llc
  Louisville, KY
• 09/2021 → Present
  Pcg Wealth Advisors, Llc (Dba: Limestone Wealth Management)
  Lousiville, KY

Previous Registrations

• 2009-12-07 → 2018-08-02
  Waddell & Reed
  Louisville, KY
  Charleroi, PA
  Louisville, KY

Other Businesses

1. 7/26/2018 - LIMESTONE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/23/2018 - 168 Hours Per Month/7.5 Hours During Securities Trading - Time Spent 95%. 2. 1/30/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/29/2019 - 5 Hours Per Month During Securities Trading - Term, Life (Fixed), Annuity (Fixed), LTCI, Disability, Medicare SUP. 3. 9/23/2021 - PCG Wealth Advisors, LLC - DBA: Limestone Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/23/2021 - 180 Hours Per Month/6 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 160 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. 9/23/2021 - PCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 09/23/2021 - 180 Hours Per Month/6 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 160 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. 5. 02/17/2022- Douglas A Davis, CFP, LLC- Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only- Start Date - 02/15/2022- 180 Hours Per Month/6 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-04

Designations

Other Names

• Douglas Davis