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Brooke Hiett Davis

Guardian Wealth Partners, LLC

The Woodlands, TX

CRD 7828662

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Employer firm

Guardian Wealth Partners, LLC CRD 310203

$191M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Guardian Wealth Partners, Llc

10 Hudson Yards, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2026-06-09
TX RA APPROVED 2024-07-19
  • NM RA
    APPROVED
    Since 2026-06-09
  • TX RA
    APPROVED
    Since 2024-07-19

Branch Locations

1095 Evergreen Circle Suite 205, The Woodlands, TX 77380 • 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
Westpac Wealth The Woodlands TX 11/2023 06/2024
Aig Houston TX 01/2014 11/2023
Guardian Life Insurance The Woodlands TX 06/2024 Present
Park Avenue Securities The Woodlands TX 06/2024 Present
Park Avenue Investment Advisory The Woodlands TX 07/2024 Present
Guardian Life Insurance Montgomery TX 10/2024 Present
Park Avenue Securities Montgomery TX 10/2024 Present
  • 11/2023 → 06/2024
    Westpac Wealth
    The Woodlands, TX
  • 01/2014 → 11/2023
    Aig
    Houston, TX
  • 06/2024 → Present
    Guardian Life Insurance
    The Woodlands, TX
  • 06/2024 → Present
    Park Avenue Securities
    The Woodlands, TX
  • 07/2024 → Present
    Park Avenue Investment Advisory
    The Woodlands, TX
  • 10/2024 → Present
    Guardian Life Insurance
    Montgomery, TX
  • 10/2024 → Present
    Park Avenue Securities
    Montgomery, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-27
  • S66 Uniform Combined State Law Examination
    2024-06-27
Other Names
  • Brooke Davis

View on SEC IAPD

Nearby Firms

PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.

Nearby Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS

Nearby Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX

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