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Todd John Davis

Strategic Advisers LLC

Draper, UT

Salt Lake City, UT

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

Branch Locations

Draper, 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
Fidelity Investments Salt Lake City UT 12/2023 Present
Village Capital Investment Draper UT 06/2021 10/2023
Walmart South Jordan UT 08/2020 06/2021
O'REilly Auto Parts Lehi UT 10/2019 04/2020
Carmax South Jordan UT 08/2017 09/2019
Dickey's Bbq Pit Draper UT 10/2014 09/2016
Unemployed Draper UT 10/2023 12/2023
Unemployed Draper UT 04/2020 08/2020
Unemployed Draper UT 09/2016 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 12/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 06/2021 → 10/2023
    Village Capital Investment
    Draper, UT
  • 08/2020 → 06/2021
    Walmart
    South Jordan, UT
  • 10/2019 → 04/2020
    O'REilly Auto Parts
    Lehi, UT
  • 08/2017 → 09/2019
    Carmax
    South Jordan, UT
  • 10/2014 → 09/2016
    Dickey's Bbq Pit
    Draper, UT
  • 10/2023 → 12/2023
    Unemployed
    Draper, UT
  • 04/2020 → 08/2020
    Unemployed
    Draper, UT
  • 09/2016 → 08/2017
    Unemployed
    Draper, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Draper, UT
Other Businesses

OBA-115399|OrgNmn:Self-published author|Org Addr:Draper,Utah,US|OBA Nature:Author |Invst Rel:N|Title:Author |Duties:Publishing on amazon|StrtDt:12-23-24|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-10
S63 Uniform Securities Agent State Law Examination 2024-03-01
  • S66 Uniform Combined State Law Examination
    2024-11-10
  • S63 Uniform Securities Agent State Law Examination
    2024-03-01
Other Names
  • Todd John Davis
  • Todd Davis

View on SEC IAPD

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