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SHANE MICHAEL DAVIS
CRD#: 2283464
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 7740 FRANCE AVE SOUTH
EDINA, MN 55435-5847
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 MINNETRISTA, MN
Registration History
19952000200520102015202020252 FIRMS1992 - 1995 (2 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)1995 - Present (29 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2013 - 2018 (4 years)
License(s)

State Registrations

B
Illinois 1/29/2025

B
Oregon 1/29/2025

B
Kansas 1/29/2025

B
Texas 11/11/2015

B
Massachusetts 11/11/2015

IA
Texas 9/11/2022

B
Michigan 1/29/2025

B
Utah 11/11/2015

B
Minnesota 10/31/1995

B
Washington 1/29/2025

IA
Minnesota 7/13/2018

B
Wisconsin 10/30/1995

B
Missouri 1/29/2025

SRO Registrations

B
FINRA

B
New York Stock Exchange

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
7740 FRANCE AVE SOUTH, EDINA, MN 55435-5847
MINNETRISTA, MN
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
MINNETRISTA, MN
11450 WAYZATA BLVD, MINNETONKA, MN 55305
Registered with this firm since 10/3/1995

Previous Registration(s)
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12/16/2013 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) MINNETONKA, MN
B
10/13/1992 - 09/21/1995 EQUICO SECURITIES, INC. (CRD#:6627) NEW YORK, NY
B
10/13/1992 - 09/21/1995 THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (CRD#:4039) NEW YORK, NY
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.