Brian Davis
Investment adviser representative at Destiny Wealth Partners, LLC
14 yearsExperience
1 stateRegistered in
$947.3MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Destiny Wealth Partners, LLCMay 2025 to now
- BrytebridgeNov 2019 to May 2025
- LPL FinancialMay 2017 to Dec 2019
- Occidental Asset ManagementMar 2015 to May 2017
- Wealth Enhancement Advisory ServicesDec 2012 to Dec 2019
- Wealth Enhancement GroupDec 2012 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2018
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Destiny Wealth Partners, LLC
$947.3MAssets managed
939Clients
8Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4075036
- Firm CRD
- 171346