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JIMMY XUFRE LOURENCO
JX Lourenco, Jimmy Xufre Lourenco, Jimmy Lourenco
CRD#: 6009244
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 1900 K STREET NW STES 110 & 1175
WASHINGTON, DC 20006-1110
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 1900 K STREET NW STES 110 & 1175
WASHINGTON, DC 20006
Registration History
201320142015201620172018201920202021202220232024202520262 FIRMS2014 - 2015 (<1 year)2 FIRMS2015 - 2018 (3 years)2 FIRMS2018 - 2021 (2 years)2 FIRMS2022 - 2022 (<1 year)2 FIRMS2022 - 2023 (<1 year)2 FIRMS2023 - Present (1 year)BNYLIFE SECURITIES LLC (CRD# 5167)2013 - 2013 (<1 year)
License(s)

State Registrations

B
Arizona 8/6/2024

B
New Jersey 9/8/2023

B
Colorado 11/14/2023

B
New Mexico 2/15/2024

B
Connecticut 10/20/2023

B
New York 9/8/2023

B
Delaware 9/8/2023

B
North Carolina 9/8/2023

B
District of Columbia 9/5/2023

B
Oregon 10/17/2023

IA
District of Columbia 10/10/2023

B
Pennsylvania 9/8/2023

B
Florida 9/8/2023

B
Rhode Island 2/15/2024

B
Georgia 8/6/2024

B
South Carolina 10/20/2023

B
Indiana 6/26/2024

B
Texas 1/9/2024

B
Maine 4/8/2024

IA
Texas 3/4/2024

B
Maryland 9/8/2023

B
Virginia 9/5/2023

B
Massachusetts 9/8/2023

IA
Virginia 10/2/2023

B
Michigan 8/15/2024

B
Wisconsin 8/16/2024

SRO Registrations

B
FINRA

B
New York Stock Exchange

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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)
1900 K STREET NW STES 110 & 1175, WASHINGTON, DC 20006-1110
Registered with this firm since 10/2/2023

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
1900 K STREET NW STES 110 & 1175, WASHINGTON, DC 20006
FALLS CHURCH, VA
Registered with this firm since 9/5/2023

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
09/28/2022 - 08/10/2023 MML INVESTORS SERVICES, LLC (CRD#:10409) ROCKVILLE, MD
B
09/27/2022 - 08/10/2023 MML INVESTORS SERVICES, LLC (CRD#:10409) ROCKVILLE, MD
IA
02/16/2022 - 06/09/2022 MML INVESTORS SERVICES, LLC (CRD#:10409) Vienna, VA
B
02/16/2022 - 06/09/2022 MML INVESTORS SERVICES, LLC (CRD#:10409) Vienna, VA
IA
06/15/2018 - 04/20/2021 MORGAN STANLEY (CRD#:149777) MCLEAN, VA
B
06/15/2018 - 04/20/2021 MORGAN STANLEY (CRD#:149777) MCLEAN, VA
IA
01/28/2015 - 05/02/2018 CAPITAL ONE ADVISORS, LLC (CRD#:136865) SEATTLE, WA
B
01/02/2015 - 05/02/2018 CAPITAL ONE INVESTING, LLC (CRD#:45744) Falls Church, VA
IA
04/28/2014 - 01/28/2015 CAPITAL ONE FINANCIAL ADVISORS LLC (CRD#:127236) MCLEAN, VA
B
02/06/2014 - 01/02/2015 CAPITAL ONE INVESTMENT SERVICES LLC (CRD#:25658) MCLEAN, VA
B
11/06/2013 - 12/04/2013 NYLIFE SECURITIES LLC (CRD#:5167) VIENNA, VA
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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.