• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
SANDRA LYNN DAVIDSON
SANDY DAVIDSON
CRD#: 4343051
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 RED OAK, TX
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 ONE DESTINY WAY
WESTLAKE, TX 76262
Registration History
2002200420062008201020122014201620182020202220242026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2024 - Present (<1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2001 - Present (23 years)
License(s)

State Registrations

B
Alabama 5/23/2001

B
Nebraska 5/23/2001

B
Alaska 5/23/2001

B
Nevada 5/23/2001

B
Arizona 5/23/2001

B
New Hampshire 5/23/2001

B
Arkansas 5/23/2001

B
New Jersey 5/21/2001

B
California 5/23/2001

B
New Mexico 5/23/2001

B
Colorado 5/21/2001

B
New York 5/23/2001

B
Connecticut 5/23/2001

B
North Carolina 5/23/2001

B
Delaware 5/23/2001

B
North Dakota 5/23/2001

B
District of Columbia 5/21/2001

B
Ohio 5/21/2001

B
Florida 5/22/2001

B
Oklahoma 5/23/2001

B
Georgia 5/23/2001

B
Oregon 5/23/2001

B
Hawaii 5/23/2001

B
Pennsylvania 5/23/2001

B
Idaho 5/23/2001

B
Puerto Rico 1/7/2008

B
Illinois 5/23/2001

B
Rhode Island 5/23/2001

B
Indiana 5/23/2001

B
South Carolina 5/23/2001

B
Iowa 5/23/2001

B
South Dakota 5/23/2001

B
Kansas 5/23/2001

B
Tennessee 5/24/2001

B
Kentucky 5/23/2001

B
Texas 5/23/2001

B
Louisiana 5/21/2001

IA
Texas 12/2/2024

B
Maine 5/22/2001

B
Utah 5/23/2001

B
Maryland 5/21/2001

B
Vermont 5/21/2001

B
Massachusetts 5/23/2001

B
Virgin Islands 1/7/2008

B
Michigan 5/23/2001

B
Virginia 5/23/2001

B
Minnesota 5/30/2001

B
Washington 5/23/2001

B
Mississippi 5/24/2001

B
West Virginia 5/23/2001

B
Missouri 5/23/2001

B
Wisconsin 5/23/2001

B
Montana 5/23/2001

B
Wyoming 5/23/2001

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)
RED OAK, TX
ONE DESTINY WAY, WESTLAKE, TX 76262
Registered with this firm since 12/2/2024

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
ONE DESTINY WAY, WESTLAKE, TX 76262
RED OAK, TX
Registered with this firm since 5/9/2001

For additional information about investment advisers or broker-dealers, please visit
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.