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TERRY ALLAN STOOR
BRADY ALLAN STOOR, Terry A Stoor, Terry Allan Stoor
CRD#: 2314864
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 3242 PEACHTREE ROAD
SUITE 100
ATLANTA, GA 30305
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 3630 PEACHTREE ROAD NE
SUITE 100 - 900
ATLANTA, GA 30326-1568
Registration History
19952000200520102015202020252 FIRMS1993 - 1994 (1 year)2 FIRMS2017 - 2017 (<1 year)2 FIRMS2017 - 2018 (<1 year)2 FIRMS2019 - 2020 (<1 year)2 FIRMS2020 - Present (4 years)BALPS DISTRIBUTORS, INC. (CRD# 16853)2018 - 2019 (<1 year)BCHARLES SCHWAB & CO., INC. (CRD# 5393)1996 - 2016 (20 years)BINVEST FINANCIAL CORPORATION (CRD# 12984)1994 - 1994 (<1 year)IAHENSSLER FINANCIAL (CRD# 104545)2018 - 2020 (1 year)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2003 - 2016 (13 years)
License(s)

State Registrations

B
Alabama 6/26/2020

B
New Mexico 3/1/2024

B
Arkansas 1/3/2025

B
New York 2/12/2021

B
California 2/22/2022

B
North Carolina 6/26/2020

B
Florida 6/26/2020

B
South Carolina 5/9/2023

B
Georgia 6/26/2020

B
Tennessee 1/28/2022

IA
Georgia 7/7/2020

B
Texas 7/21/2020

B
Illinois 3/25/2023

IA
Texas 8/6/2020

B
Indiana 1/17/2023

B
Virginia 7/21/2020

B
Massachusetts 8/8/2020

B
West Virginia 3/4/2022

B
Mississippi 6/16/2023

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)
3242 PEACHTREE ROAD SUITE 100, ATLANTA, GA 30305
Registered with this firm since 7/7/2020

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
3630 PEACHTREE ROAD NE SUITE 100 - 900, ATLANTA, GA 30326-1568
SMYRNA, GA
Registered with this firm since 6/26/2020

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
12/09/2019 - 06/05/2020 E*TRADE CAPITAL MANAGEMENT, LLC (CRD#:42159) Alpharetta, GA
B
12/09/2019 - 06/05/2020 E*TRADE SECURITIES LLC (CRD#:29106) ALPHARETTA, GA
IA
12/05/2018 - 02/14/2020 HENSSLER FINANCIAL (CRD#:104545) KENNESAW, GA
B
10/30/2018 - 04/12/2019 ALPS DISTRIBUTORS, INC. (CRD#:16853) KENNESAW, GA
B
11/06/2017 - 10/08/2018 PEACHCAP SECURITIES, INC. (CRD#:25590) ATLANTA, GA
IA
11/15/2017 - 10/03/2018 PEACHCAP TAX & ADVISORY, LLC (CRD#:158729) ATLANTA, GA
IA
08/28/2017 - 11/16/2017 CAPE INVESTMENT ADVISORY, INC. (CRD#:146384) MCDONOUGH, GA
B
06/15/2017 - 11/16/2017 AMERICAN GLOBAL WEALTH MANAGEMENT, INC. (CRD#:7388) MCDONOUGH, GA
IA
04/01/2003 - 05/11/2016 CHARLES SCHWAB & CO., INC. (CRD#:5393) ATLANTA, GA
B
01/03/1996 - 05/11/2016 CHARLES SCHWAB & CO., INC. (CRD#:5393) ATLANTA, GA
B
02/26/1994 - 12/01/1994 INVEST FINANCIAL CORPORATION (CRD#:12984) APPLETON, WI
B
02/12/1993 - 02/04/1994 AMERICAN EXPRESS FINANCIAL ADVISORS INC. (CRD#:6363) MINNEAPOLIS, MN
B
02/12/1993 - 02/04/1994 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
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Broker
IA
Investment Adviser
Disclosures
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