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Reginald Davis

Strategic Advisers LLC

Fort Worth, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Fort Worth, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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 Westlake TX 08/2021 Present
J.B. Hunt Transport Haslet TX 06/2017 08/2021
University Of North Texas Denton TX 08/2013 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 06/2017 → 08/2021
    J.B. Hunt Transport
    Haslet, TX
  • 08/2013 → 05/2017
    University Of North Texas
    Denton, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-131081|OrgNmn:Real Estate Wholesaling|Org Addr:Fort Worth,Texas,US|OBA Nature:Real Estate Wholesaling|Invst Rel:Y|Title:Real Estate Investment Consultant|Duties:My duties and obligations in connection with this part-time real estate wholesaling business will include identifying potential residential in|StrtDt:07-07-26|TotHrs/mon:45|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-04
  • S66 Uniform Combined State Law Examination
    2022-02-04
Other Names
  • Reginald Isaiah Davis
  • Reginald Davis

View on SEC IAPD

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