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Rebecca Jean Davis Sanchez

Strategic Advisers LLC

Phoenix, 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 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Phoenix, 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
Charles Schwab & Co., Inc Encino CA 02/2018 03/2021
Tifa Chocolate & Gelato Agoura Hills CA 10/2017 01/2018
Captrust Financial Advisors Raleigh NC 06/2016 09/2016
Seattle University Seattle WA 09/2016 10/2017
Charles Schwab Bank Encino CA 08/2019 03/2021
Fidelity Investments Woodland Hills CA 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2018 → 03/2021
    Charles Schwab & Co., Inc
    Encino, CA
  • 10/2017 → 01/2018
    Tifa Chocolate & Gelato
    Agoura Hills, CA
  • 06/2016 → 09/2016
    Captrust Financial Advisors
    Raleigh, NC
  • 09/2016 → 10/2017
    Seattle University
    Seattle, WA
  • 08/2019 → 03/2021
    Charles Schwab Bank
    Encino, CA
  • 04/2021 → Present
    Fidelity Investments
    Woodland Hills, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodland Hills, CA
    Scottsdale, AZ
  • 2018-10-12 → 2021-04-12
    Charles Schwab & Co., Inc.
    Westlake, TX
    Fort Worth, TX
    Indianapolis, IN
    Encino, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-12
  • S66 Uniform Combined State Law Examination
    2018-10-12
Other Names
  • Rebecca J Davis
  • Rebecca Davis
  • Rebecca Jean Davis
  • Rebecca Jean Sanchez

View on SEC IAPD

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