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TIMOTHY PATRICK SHERIDAN
CRD#: 1634068
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 100 HOWE DRIVE
COVINGTON, KY 41015
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 HIGHLAND BEACH, FL
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2005 - 2009 (3 years)2 FIRMS2010 - 2012 (1 year)2 FIRMS2012 - 2018 (6 years)2 FIRMS2018 - 2020 (1 year)2 FIRMS2022 - Present (3 years)BVANDERBILT SECURITIES, LLC (CRD# 5953)2009 - 2010 (<1 year)BMORGAN STANLEY DW INC. (CRD# 7556)1997 - 2005 (8 years)IAMORGAN STANLEY (CRD# 7556)2002 - 2005 (3 years)
License(s)

State Registrations

B
Florida 1/13/2022

B
Texas 1/13/2022

IA
Florida 2/17/2022

IA
Texas 2/2/2022

B
Massachusetts 1/13/2022

B
Utah 1/13/2022

SRO Registrations

B
FINRA

B
New York Stock Exchange

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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)
100 HOWE DRIVE, COVINGTON, KY 41015
Registered with this firm since 2/2/2022

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
HIGHLAND BEACH, FL
Registered with this firm since 1/13/2022

Previous Registration(s)
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IA
07/12/2018 - 03/26/2020 STEWARD PARTNERS INVESTMENT ADVISORY, LLC (CRD#:283004) Paramus, NJ
B
07/09/2018 - 02/24/2020 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) PARAMUS, NJ
IA
02/02/2012 - 07/20/2018 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) WESTFIELD, NJ
B
02/02/2012 - 07/20/2018 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) WESTFIELD, NJ
IA
07/01/2010 - 02/23/2012 RAYMOND JAMES & ASSOCIATES, INC. (CRD#:705) MORRISTOWN, NJ
B
07/01/2010 - 02/23/2012 RAYMOND JAMES & ASSOCIATES, INC. (CRD#:705) MORRISTOWN, NJ
B
11/30/2009 - 07/27/2010 VANDERBILT SECURITIES, LLC (CRD#:5953) SEA GIRT, NJ
IA
11/08/2005 - 10/14/2009 UBS FINANCIAL SERVICES INC. (CRD#:8174) WEEHAWKEN, NJ
B
11/08/2005 - 10/14/2009 UBS FINANCIAL SERVICES INC. (CRD#:8174) WEEHAWKEN, NJ
IA
06/20/2002 - 11/08/2005 MORGAN STANLEY (CRD#:7556) RED BANK, NJ
B
03/31/1997 - 11/08/2005 MORGAN STANLEY DW INC. (CRD#:7556) RED BANK, NJ
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B
Broker
IA
Investment Adviser
Disclosures
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