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Brenna R Davis

Strategic Advisers LLC

Scottsdale, AZ

Scottsdale, AZ

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Scottsdale, AZ • United States

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • 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
OrganizationCityStateFromTo
Fidelity Investments Scottsdale AZ 04/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2011 → Present
    Fidelity Investments
    Scottsdale, AZ
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Scottsdale, AZ
    Scottsdale, AZ
  • 2012-08-07 → 2018-07-13
    Strategic Advisers Llc
    Scottsdale, AZ
  • 2011-01-03 → 2011-04-06
    Wells Fargo Clearing Services, Llc
    Glendale, AZ
  • 2007-08-03 → 2011-01-03
    Wells Fargo Investments, Llc
    Glendale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-09
  • S66 Uniform Combined State Law Examination
    2007-07-09
Other Names
  • Breena Renee O'HAlloran
  • Brenna Renee Ohalloran
  • Brenna Renee O'HAlloran
  • Brenna Renee Davis

View on SEC IAPD

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