Daniel J. Davis

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-05-20
MI	RA	APPROVED	2025-03-31

Branch Locations

500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Investments	Durham	NC	07/2022	Present
Apex Systems, Inc.	Raleigh	NC	01/2020	06/2022
Unemployed	Durham	NC	11/2019	01/2020
Harris Teeter, Llc.	Chapel Hill	NC	10/2019	11/2019
Unemployed	Portland	MI	06/2019	10/2019
Self-Employed	El Paso	TX	02/2019	02/2019
United States Army	West Point	NY	07/2014	06/2019
United States Military Academy At West Point	West Point	NY	07/2014	05/2018
Mendoza College Of Business University Of Notre Dame	South Bend	IN	04/2019	09/2019
Fidelity Investments	Boston	MA	03/2025	Present

07/2022 → Present

Fidelity Investments

Durham, NC
01/2020 → 06/2022

Apex Systems, Inc.

Raleigh, NC
11/2019 → 01/2020

Unemployed

Durham, NC
10/2019 → 11/2019

Harris Teeter, Llc.

Chapel Hill, NC
06/2019 → 10/2019

Unemployed

Portland, MI
02/2019 → 02/2019

Self-Employed

El Paso, TX
07/2014 → 06/2019

United States Army

West Point, NY
07/2014 → 05/2018

United States Military Academy At West Point

West Point, NY
04/2019 → 09/2019

Mendoza College Of Business University Of Notre Dame

South Bend, IN
03/2025 → Present

Fidelity Investments

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-04-14
S63	Uniform Securities Agent State Law Examination	2022-10-28