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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Eagle Mountain, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
D. Craig Mckenna Advisors, Llc American Fork UT 03/2009 12/2016
Madison Avenue Securities, Inc. American Fork UT 08/2011 12/2016
Mckenna Financial Services And Insurances, Inc. American Fork UT 08/2011 12/2016
Tax Savings Solutions, Inc. American Fork UT 10/2011 12/2016
Brokers International Financial Services, Llc. American Fork UT 01/2017 06/2020
Fidelity Investments Salt Lake City UT 05/2022 Present
Independent Contractor - Us Health Advisors Murray UT 05/2021 08/2021
Family Search Salt Lake City UT 03/2019 03/2021
Unemployed Ego Mountain UT 08/2021 04/2022
Fidelity Investments Boston MA 03/2025 Present
  • 03/2009 → 12/2016
    D. Craig Mckenna Advisors, Llc
    American Fork, UT
  • 08/2011 → 12/2016
    Madison Avenue Securities, Inc.
    American Fork, UT
  • 08/2011 → 12/2016
    Mckenna Financial Services And Insurances, Inc.
    American Fork, UT
  • 10/2011 → 12/2016
    Tax Savings Solutions, Inc.
    American Fork, UT
  • 01/2017 → 06/2020
    Brokers International Financial Services, Llc.
    American Fork, UT
  • 05/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 05/2021 → 08/2021
    Independent Contractor - Us Health Advisors
    Murray, UT
  • 03/2019 → 03/2021
    Family Search
    Salt Lake City, UT
  • 08/2021 → 04/2022
    Unemployed
    Ego Mountain, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2017-01-31 → 2020-06-04
    American Fork, UT
    American Fork, UT
    Urbandale, IA
  • 2009-03-24 → 2016-12-31
    D. Craig Mckenna Advisors, Inc.
    American Fork, UT
Other Businesses

OBA-98731|OrgNmn:Focal Point|Org Addr:Eagle Moun,Utah,US|OBA Nature:We would be paying for home pr|Invst Rel:N|Title:Independent Contractor|Duties:Respond to leads and line those leads up with contractors.|StrtDt:|TotHrs/mon:48|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-02-13
  • S66 Uniform Combined State Law Examination
    2009-02-13
Other Names
  • Steven D Davis
  • Steven Douglas Davis
  • Steven Davis

View on SEC IAPD

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