CHAD DAVIS is an investment adviser representative (IAR) with state registration records since 2007, appearing at 8 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-01-28 | 2025-03-31 | — |
| LPL FINANCIAL LLC | 2021-01-05 | 2021-11-03 | — |
| TD AMERITRADE, INC. | 2018-04-13 | 2021-01-11 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2018-02-26 | 2020-12-31 | — |
| SCOTTRADE INVESTMENT MANAGEMENT | 2016-06-09 | 2018-02-26 | — |
| MORGAN STANLEY & CO. LLC | 2007-04-02 | 2007-08-16 | — |
| MORGAN STANLEY DW INC. | 2007-01-19 | 2007-04-02 | — |