Kenneth John Davis

Employer firm

Brookstone Wealth Advisors, LLC CRD 137658

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars

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

Current Employers

Brookstone Wealth Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2016-07-08

PA RA
APPROVED

Since 2016-07-08

Branch Locations

Boalsburg, PA • United States

407 Electric Avenue, Lewistown, PA 17044 • 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

Organization	City	State	From	To
Retirement Wealth Advisors	Boalsburg	PA	06/2016	Present
State College's Children House	State College	PA	04/2015	09/2016
Kenneth Davis, Dba - Chase Hunt Ranch	Huntington	PA	07/2013	01/2017
Trinity Wealth Group	Boalsburg	PA	06/2016	Present

06/2016 → Present

Retirement Wealth Advisors

Boalsburg, PA
04/2015 → 09/2016

State College's Children House

State College, PA
07/2013 → 01/2017

Kenneth Davis, Dba - Chase Hunt Ranch

Huntington, PA
06/2016 → Present

Trinity Wealth Group

Boalsburg, PA

Other Businesses

Trinity Wealth Group, Investment Related, 183 Kestrel Lane Boalsburg, PA 16827, insurance sales and dba for investment advisory business, Owner, started June 2016, 160 hrs/ month all during trading hours, Providing Investment adivce, annuities, and life insurance

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-07-08
S63	Uniform Securities Agent State Law Examination	1993-04-12

S65 Uniform Investment Adviser Law Examination

2016-07-08
S63 Uniform Securities Agent State Law Examination

1993-04-12

View on SEC IAPD