Unclaimed Profile

Joshua Dale Davis

FORMULA FOLIO INVESTMENTS, LLC·JENISON, Michigan

Series 65Clean record15 years registeredFORMULA FOLIO INVESTMENTS, LLC

501 BALDWIN STREET, JENISON, MI 49428CRD# 5872523Firm CRD# 153467

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua Dale Davis · JENISON, MI

Registration

CRD #5872523 · FORMULA FOLIO INVESTMENTS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FORMULA FOLIO INVESTMENTS, LLC

ALIIER LLC

Mar 2017 – Dec 2017

Chicago, IL

FORMULA FOLIO INVESTMENTS

Sep 2014 – Apr 2015

JENISON, MI

RETIREMENT WEALTH ADVISORS, INC.

Feb 2011 – Apr 2015

JENISON, MI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 18, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BROOKSTONE ASSET MANAGEMENT, LLC

CRD 153467 · SEC 801-72780

AUM

$385M

Regulatory assets under management

Employees

8 client accounts

Services offered by BROOKSTONE ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at BROOKSTONE ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joshua Dale Davis offer?

Joshua Dale Davis specializes in Investment Management, Fee-Only Advisory.

What are Joshua Dale Davis's credentials?

Joshua Dale Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua Dale Davis located?

Joshua Dale Davis is based in JENISON, Michigan, last registered with FORMULA FOLIO INVESTMENTS, LLC.

How does Joshua Dale Davis charge for services?

Joshua Dale Davis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORMULA FOLIO INVESTMENTS, LLC?

FORMULA FOLIO INVESTMENTS, LLC has approximately 6 employees and manages $385M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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