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BRADLEY THEAD WILSON
CRD#: 4194981
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 900 SALEM STREET
SMITHFIELD, RI 02917
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 HIGHLAND, UT
Registration History
20002002200420062008201020122014201620182020202220242026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2008 - Present (16 years)BFIDELITY INVESTMENTS INSTITUTI... (CRD# 17507)2005 - 2005 (<1 year)BFIDELITY INVESTMENTS INSTITUTI... (CRD# 17507)2000 - 2004 (4 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2012 - 2018 (5 years)
License(s)

State Registrations

B
California 1/2/2015

B
New York 1/2/2015

B
Colorado 1/2/2015

B
North Carolina 1/9/2015

B
Florida 1/2/2015

B
Oregon 1/2/2015

B
Idaho 1/2/2015

B
Pennsylvania 1/2/2015

B
Illinois 1/2/2015

B
Utah 4/8/2008

B
Indiana 1/2/2015

IA
Utah 7/13/2018

B
Iowa 1/2/2015

B
Washington 1/2/2015

B
Nevada 1/2/2015

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

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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)
900 SALEM STREET, SMITHFIELD, RI 02917
HIGHLAND, UT
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
HIGHLAND, UT
Registered with this firm since 3/28/2008

Previous Registration(s)
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IA
09/24/2012 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) SALT LAKE CITY, UT
B
01/14/2005 - 10/27/2005 FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CRD#:17507) SMITHFIELD, RI
B
06/07/2000 - 12/31/2004 FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CRD#:17507) SMITHFIELD, RI
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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.