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CHAD MICHAEL DAVIS
CHAD M DAVIS, Chad Davis
CRD#: 5237648
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 PALMYRA, VA
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 PALMYRA, VA
Registration History
200620082010201220142016201820202022202420263 FIRMS2007 - 2007 (<1 year)2 FIRMS2018 - 2021 (2 years)2 FIRMS2021 - 2021 (<1 year)2 FIRMS2022 - Present (3 years)BSCOTTRADE, INC. (CRD# 8206)2007 - 2018 (10 years)BMORGAN STANLEY DW INC. (CRD# 7556)2006 - 2007 (<1 year)IATD AMERITRADE INVESTMENT MANAG... (CRD# 111514)2018 - 2020 (2 years)IASCOTTRADE INVESTMENT MANAGEMENT (CRD# 169988)2016 - 2018 (1 year)
License(s)

State Registrations

B
Alabama 1/24/2022

B
Nebraska 1/24/2022

B
Alaska 1/24/2022

B
Nevada 1/24/2022

B
Arizona 1/24/2022

B
New Hampshire 1/24/2022

B
Arkansas 1/24/2022

B
New Jersey 1/24/2022

B
California 1/24/2022

B
New Mexico 1/24/2022

B
Colorado 1/24/2022

B
New York 1/24/2022

B
Connecticut 1/24/2022

B
North Carolina 1/24/2022

B
Delaware 1/24/2022

B
North Dakota 1/24/2022

B
District of Columbia 1/24/2022

B
Ohio 1/25/2022

B
Florida 1/24/2022

B
Oklahoma 1/24/2022

B
Georgia 1/24/2022

B
Oregon 1/24/2022

B
Hawaii 1/24/2022

B
Pennsylvania 1/24/2022

B
Idaho 1/24/2022

B
Puerto Rico 1/24/2022

B
Illinois 1/24/2022

B
Rhode Island 1/24/2022

B
Indiana 1/24/2022

B
South Carolina 1/24/2022

B
Iowa 1/24/2022

B
South Dakota 1/24/2022

B
Kansas 1/24/2022

B
Tennessee 1/24/2022

B
Kentucky 1/24/2022

B
Texas 1/24/2022

B
Louisiana 1/24/2022

IA
Texas 1/29/2022

B
Maine 1/24/2022

B
Utah 1/24/2022

B
Maryland 1/24/2022

B
Vermont 1/24/2022

B
Massachusetts 1/24/2022

B
Virginia 1/24/2022

B
Michigan 1/24/2022

IA
Virginia 1/28/2022

B
Minnesota 1/24/2022

B
Washington 1/24/2022

B
Mississippi 1/24/2022

B
West Virginia 1/24/2022

B
Missouri 1/24/2022

B
Wisconsin 1/24/2022

B
Montana 1/24/2022

B
Wyoming 1/24/2022

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
PALMYRA, VA
TWO CONTRA WAY, MERRIMACK, NH 03054
Registered with this firm since 1/28/2022

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
PALMYRA, VA
Registered with this firm since 1/24/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/05/2021 - 11/03/2021 LPL FINANCIAL LLC (CRD#:6413) CHARLOTTESVILLE, VA
B
01/05/2021 - 11/03/2021 LPL FINANCIAL LLC (CRD#:6413) CHARLOTTESVILLE, VA
IA
04/13/2018 - 01/11/2021 TD AMERITRADE, INC. (CRD#:7870) GLEN ALLEN, VA
B
02/26/2018 - 01/11/2021 TD AMERITRADE, INC. (CRD#:7870) GLEN ALLEN, VA
IA
02/26/2018 - 12/31/2020 TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD#:111514) CHARLOTTESVILLE, VA
IA
06/09/2016 - 02/26/2018 SCOTTRADE INVESTMENT MANAGEMENT (CRD#:169988) SAINT LOUIS, MO
B
09/04/2007 - 02/26/2018 SCOTTRADE, INC. (CRD#:8206) CHARLOTTESVILLE, VA
IA
04/02/2007 - 08/16/2007 MORGAN STANLEY & CO., INCORPORATED (CRD#:8209) WINSTON-SALEM, NC
B
04/02/2007 - 08/16/2007 MORGAN STANLEY & CO., INCORPORATED (CRD#:8209) WINSTON-SALEM, NC
IA
01/19/2007 - 04/02/2007 MORGAN STANLEY (CRD#:7556) WINSTON-SALEM, NC
B
11/14/2006 - 04/02/2007 MORGAN STANLEY DW INC. (CRD#:7556) WINSTON-SALEM, NC
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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.