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RIA / WealthAdvisor26 years in industry

Brian Davis

Advisor at DESTINY WEALTH PARTNERS, LLC

TAVARES, FL

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Search this name across graphsid dfx:ria:a318a813-e67b-4c37-b340-75c9d6b83b19

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 17, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DESTINY WEALTH PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 2, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63|S66
First exam: Jun 2, 2000
First registration: Jun 17, 2003
Dual registered: no
Other names: BRIAN ALAN DAVIS
IAPD individual key: 4075036

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DESTINY WEALTH PARTNERS, LLC	Independent wealth	Jul 25, 2025	n/a	yes	TAVARES, FL	Current employment
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	Dec 18, 2017	Dec 16, 2019	no	ORLANDO, FL\|PLYMOUTH, MN	Previous registration
OCCIDENTAL ASSET MANAGEMENT, LLC	Independent wealth	Mar 4, 2015	May 24, 2017	no	ALTAMONTE SPRINGS, FL\|BURLINGAME, CA	Previous registration
VICUS CAPITAL, INC.	Independent wealth	Jun 17, 2003	Dec 14, 2004	no	ALTAMONTE SPRINGS, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	DESTINY WEALTH PARTNERS, LLC	Dec 16, 2019	Jul 25, 2025	2,048	Firm change after gap	Ibd to RIA
OCCIDENTAL ASSET MANAGEMENT, LLC	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	May 24, 2017	Dec 18, 2017	208	Firm change	Other
VICUS CAPITAL, INC.	OCCIDENTAL ASSET MANAGEMENT, LLC	Dec 14, 2004	Mar 4, 2015	3,732	Firm change after gap	Other

Relationships

Registered with (4)

→ DESTINY WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Jul 25, 2025 to presentfactForm ADV
→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Dec 18, 2017 to Dec 16, 2019factForm ADV
→ OCCIDENTAL ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 4, 2015 to May 24, 2017factForm ADV
→ VICUS CAPITAL, INC.Registered adviserregistration: previous registration
Jun 17, 2003 to Dec 14, 2004factForm ADV

Dated events

No dated event names this entity yet.