• 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.
AMY MICHELLE HELMUTH
AMY M PURIFOY, AMY MICHELLE PURIFOY
CRD#: 5559386
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 401 N. MICHIGAN AVENUE STE 100
CHICAGO, IL 60611
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 401 N. MICHIGAN AVENUE STE 100
CHICAGO, IL 60611
Registration History
20082010201220142016201820202022202420262 FIRMS2014 - 2015 (<1 year)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2015 - Present (9 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2008 - 2014 (5 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2015 - 2018 (3 years)IASTRATEGIC ADVISERS, INC. (CRD# 104555)2012 - 2014 (2 years)
License(s)

State Registrations

B
Alabama 4/20/2015

B
Montana 4/20/2015

B
Alaska 4/20/2015

B
Nebraska 4/20/2015

B
Arizona 4/20/2015

B
Nevada 4/20/2015

B
Arkansas 4/20/2015

B
New Hampshire 4/20/2015

B
California 4/20/2015

B
New Jersey 4/20/2015

B
Colorado 4/20/2015

B
New Mexico 4/20/2015

B
Connecticut 4/20/2015

B
New York 4/20/2015

B
Delaware 4/20/2015

B
North Carolina 4/20/2015

B
District of Columbia 4/20/2015

B
North Dakota 4/20/2015

B
Florida 4/20/2015

B
Ohio 4/20/2015

B
Georgia 4/20/2015

B
Oklahoma 4/20/2015

B
Hawaii 4/20/2015

B
Oregon 4/20/2015

B
Idaho 4/20/2015

B
Pennsylvania 4/20/2015

B
Illinois 4/20/2015

B
Rhode Island 4/20/2015

IA
Illinois 7/13/2018

B
South Carolina 4/20/2015

B
Indiana 4/20/2015

B
South Dakota 4/20/2015

B
Iowa 4/20/2015

B
Tennessee 4/20/2015

B
Kansas 4/20/2015

B
Texas 4/20/2015

B
Kentucky 4/20/2015

IA
Texas 7/13/2018

B
Louisiana 4/20/2015

B
Utah 4/20/2015

B
Maine 4/20/2015

B
Vermont 4/20/2015

B
Maryland 4/20/2015

B
Virginia 4/20/2015

B
Massachusetts 4/20/2015

B
Washington 4/20/2015

B
Michigan 4/20/2015

B
West Virginia 4/20/2015

B
Minnesota 4/20/2015

B
Wisconsin 4/20/2015

B
Mississippi 4/20/2015

B
Wyoming 4/20/2015

B
Missouri 4/20/2015

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)
401 N. MICHIGAN AVENUE STE 100, CHICAGO, IL 60611
CHICAGO, IL
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
401 N. MICHIGAN AVENUE STE 100, CHICAGO, IL 60611
CHICAGO, IL
Registered with this firm since 4/20/2015

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
05/19/2015 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) CHICAGO, IL
IA
05/08/2014 - 04/07/2015 MORGAN STANLEY (CRD#:149777) OAK BROOK, IL
B
05/08/2014 - 04/07/2015 MORGAN STANLEY (CRD#:149777) OAK BROOK, IL
IA
03/27/2012 - 05/07/2014 STRATEGIC ADVISERS, INC. (CRD#:104555) CHICAGO, IL
B
08/28/2008 - 05/06/2014 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) CHICAGO, IL
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.