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ROBERT DONALD MAXWELL
ROBERT DONALD MAXWELL III, Robert Donald Maxwell
CRD#: 4822662
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 10811 S SAGINAW
GRAND BLANC, MI 48439
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 10811 S SAGINAW
GRAND BLANC, MI 48439
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2015 - 2019 (4 years)2 FIRMS2021 - Present (3 years)BPRUCO SECURITIES, LLC. (CRD# 5685)2004 - 2015 (10 years)IAPINNACLE WEALTH PARTNERS (CRD# 306628)2020 - 2021 (1 year)IAPRUDENTIAL FINANCIAL PLANNING ... (CRD# 5685)2010 - 2015 (4 years)
License(s)

State Registrations

B
Arizona 6/5/2023

B
Missouri 9/12/2024

B
California 5/1/2023

B
North Carolina 6/29/2023

B
Colorado 5/19/2023

B
Oklahoma 3/5/2024

B
Florida 8/13/2021

B
Pennsylvania 12/15/2023

B
Illinois 5/6/2022

B
Tennessee 7/31/2023

B
Indiana 3/4/2022

B
Texas 5/3/2024

B
Michigan 4/30/2021

IA
Texas 7/19/2024

IA
Michigan 6/11/2021

B
Virginia 4/16/2024

SRO Registrations

B
FINRA

B
New York Stock Exchange

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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)
10811 S SAGINAW, GRAND BLANC, MI 48439
Registered with this firm since 6/11/2021

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
10811 S SAGINAW, GRAND BLANC, MI 48439
MILFORD, MI
Registered with this firm since 4/30/2021

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/03/2020 - 04/26/2021 PINNACLE WEALTH PARTNERS (CRD#:306628) MILFORD, MI
IA
10/23/2015 - 08/26/2019 ALLSTATE FINANCIAL ADVISORS, LLC (CRD#:109524) Farmington Hills, MI
B
05/06/2015 - 08/26/2019 ALLSTATE FINANCIAL SERVICES, LLC (CRD#:18272) FARMINGTON HILLS, MI
IA
09/03/2010 - 04/02/2015 PRUDENTIAL FINANCIAL PLANNING SERVICES (CRD#:5685) PORTAGE, MI
B
07/27/2004 - 04/02/2015 PRUCO SECURITIES, LLC. (CRD#:5685) PORTAGE, MI
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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.