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JOHN BOGEL SPATOLA
CRD#: 6146802
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 245 SUMMER STREET, V2A
BOSTON, MA 02210
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 155 CONGRESS ST
BOSTON, MA 02110
Registration History
20122014201620182020202220242026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2013 - Present (12 years)BMERIDIAN INVESTMENTS, INC. (CRD# 13225)2013 - 2013 (<1 year)IASTRATEGIC ADVISERS LLC (CRD# 104555)2014 - 2018 (4 years)
License(s)

State Registrations

B
Alaska 1/26/2024

B
New Jersey 8/17/2017

B
California 8/17/2017

B
New York 1/3/2014

B
Colorado 5/17/2021

B
North Carolina 5/2/2017

B
Connecticut 2/26/2013

B
Ohio 5/5/2024

B
District of Columbia 9/24/2019

B
Oregon 8/17/2017

B
Florida 1/3/2014

B
Pennsylvania 2/12/2021

B
Georgia 1/4/2019

B
Puerto Rico 1/5/2024

B
Hawaii 1/5/2024

B
Rhode Island 2/26/2013

B
Kentucky 1/5/2024

B
Tennessee 8/17/2017

B
Maine 2/26/2013

IA
Texas 7/13/2018

B
Massachusetts 2/26/2013

B
Texas 3/4/2022

IA
Massachusetts 7/13/2018

B
Vermont 1/3/2014

B
Michigan 1/5/2024

B
Virginia 8/17/2017

B
Minnesota 9/24/2019

B
Washington 12/22/2021

B
Montana 9/30/2021

B
Wisconsin 9/24/2019

B
New Hampshire 2/26/2013

B
Wyoming 1/4/2025

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)
245 SUMMER STREET, V2A, BOSTON, MA 02210
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
155 CONGRESS ST, BOSTON, MA 02110
MILTON, MA
Registered with this firm since 2/19/2013

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/23/2014 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) BOSTON, MA
B
01/01/2013 - 01/25/2013 MERIDIAN INVESTMENTS, INC. (CRD#:13225) BETHESDA, MD
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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.