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DAVID DANIEL PORTER
DAVID D PORTER
CRD#: 5701850
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 2225 VILLAGE WALK DRIVE, STE 199
SHOPS AT GREEN VALLEY RANCH
HENDERSON, NV 89052
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 2225 VILLAGE WALK DRIVE, STE 199
SHOPS AT GREEN VALLEY RANCH
HENDERSON, NV 89052
Registration History
2010201220142016201820202022202420262 FIRMS2012 - 2012 (<1 year)2 FIRMS2012 - 2013 (<1 year)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2022 - Present (2 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2021 - Present (3 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2010 - 2011 (1 year)BCHASE INVESTMENT SERVICES CORP. (CRD# 25574)2009 - 2010 (<1 year)
License(s)

State Registrations

B
Alabama 1/5/2023

B
Nevada 9/24/2021

B
Alaska 1/9/2023

IA
Nevada 12/7/2022

B
Arizona 1/17/2023

B
New Hampshire 1/6/2023

B
Arkansas 1/19/2023

B
New Jersey 1/5/2023

B
California 1/5/2023

B
New Mexico 1/5/2023

B
Colorado 1/5/2023

B
New York 1/5/2023

B
Connecticut 1/5/2023

B
North Carolina 1/6/2023

B
Delaware 1/26/2023

B
North Dakota 1/12/2023

B
District of Columbia 1/10/2023

B
Ohio 1/5/2023

B
Florida 1/5/2023

B
Oklahoma 1/17/2023

B
Georgia 1/6/2023

B
Oregon 1/5/2023

B
Hawaii 1/20/2023

B
Pennsylvania 1/6/2023

B
Idaho 1/10/2023

B
Puerto Rico 1/18/2023

B
Illinois 1/13/2023

B
Rhode Island 1/9/2023

B
Indiana 1/5/2023

B
South Carolina 1/11/2023

B
Iowa 1/5/2023

B
South Dakota 1/5/2023

B
Kansas 1/5/2023

B
Tennessee 1/9/2023

B
Kentucky 1/9/2023

B
Texas 11/19/2022

B
Louisiana 1/6/2023

IA
Texas 11/29/2022

B
Maine 1/5/2023

B
Utah 1/5/2023

B
Maryland 1/5/2023

B
Vermont 1/6/2023

B
Massachusetts 1/10/2023

B
Virgin Islands 1/9/2023

B
Michigan 1/5/2023

B
Virginia 1/5/2023

B
Minnesota 1/5/2023

B
Washington 1/4/2023

B
Mississippi 1/8/2023

B
West Virginia 1/12/2023

B
Missouri 1/5/2023

B
Wisconsin 1/5/2023

B
Montana 1/5/2023

B
Wyoming 1/10/2023

B
Nebraska 1/5/2023

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)
2225 VILLAGE WALK DRIVE, STE 199 SHOPS AT GREEN VALLEY RANCH, HENDERSON, NV 89052
Registered with this firm since 11/29/2022

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
2225 VILLAGE WALK DRIVE, STE 199 SHOPS AT GREEN VALLEY RANCH, HENDERSON, NV 89052
LAS VEGA, NV
Registered with this firm since 8/23/2021

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
10/01/2012 - 05/07/2013 J.P. MORGAN SECURITIES LLC (CRD#:79) HOMEWOOD, IL
B
10/01/2012 - 05/07/2013 J.P. MORGAN SECURITIES LLC (CRD#:79) HOMEWOOD, IL
IA
07/31/2012 - 10/01/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) GLENWOOD, IL
B
07/30/2012 - 10/01/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) GLENWOOD, IL
B
09/01/2010 - 11/02/2011 CHARLES SCHWAB & CO., INC. (CRD#:5393) INDIANAPOLIS, IN
B
08/26/2009 - 05/11/2010 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) DYER, IN
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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.