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SHAWN MICHAEL CRESSMAN
Shawn M Cressman, Shawn Cressman
CRD#: 6155134
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 2945 CENTER VALLEY PARKWAY
SUITE 311
CENTER VALLEY, PA 18034
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 7565 WEST BELL ROAD
PEORIA, AZ 85382
Registration History
201320142015201620172018201920202021202220232024202520262 FIRMS2021 - 2021 (<1 year)2 FIRMS2021 - Present (3 years)BCUSO FINANCIAL SERVICES, L.P. (CRD# 42132)2016 - 2021 (4 years)BWELLS FARGO ADVISORS, LLC (CRD# 19616)2013 - 2016 (3 years)BMUTUAL OF OMAHA INVESTOR SERVI... (CRD# 611)2013 - 2013 (<1 year)IACUSO FINANCIAL SERVICES, L.P. (CRD# 42132)2017 - 2021 (4 years)
License(s)

State Registrations

B
Arizona 11/16/2022

B
Nevada 11/16/2022

IA
Arizona 12/22/2022

B
New Jersey 10/25/2021

B
California 11/16/2022

B
New Mexico 11/16/2022

B
Colorado 11/16/2022

B
Pennsylvania 10/22/2021

B
Florida 10/13/2021

B
Texas 6/21/2022

B
Hawaii 3/1/2024

IA
Texas 6/27/2022

B
Idaho 5/19/2023

B
Utah 11/16/2022

B
Illinois 5/19/2023

B
Washington 4/22/2024

B
Michigan 3/1/2024

B
Wisconsin 3/19/2024

B
Minnesota 5/19/2023

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)
2945 CENTER VALLEY PARKWAY SUITE 311, CENTER VALLEY, PA 18034
Registered with this firm since 10/25/2021

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
7565 WEST BELL ROAD, PEORIA, AZ 85382
TOLLESON, AZ
Registered with this firm since 10/12/2021

Previous Registration(s)
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IA
02/12/2021 - 08/18/2021 AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363) Allentown, PA
B
02/12/2021 - 08/18/2021 AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363) Allentown, PA
IA
01/04/2017 - 02/12/2021 CUSO FINANCIAL SERVICES, L.P. (CRD#:42132) Allentown, PA
B
05/02/2016 - 02/12/2021 CUSO FINANCIAL SERVICES, L.P. (CRD#:42132) Allentown, PA
B
04/22/2013 - 05/04/2016 WELLS FARGO ADVISORS, LLC (CRD#:19616) BETHLEHEM, PA
B
02/05/2013 - 04/18/2013 MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CRD#:611) BETHLEHEM, PA
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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.