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SIMON LAWSON
SIMON TOLIAN LAWSON
CRD#: 6339381
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 100 HOWE DRIVE
COVINGTON, KY 41015
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 100 HOWE DRIVE
COVINGTON, KY 41015
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2021 - Present (4 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2014 - 2019 (4 years)IABARTLETT & CO. WEALTH MANAGEME... (CRD# 292246)2020 - 2020 (<1 year)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - 2019 (<1 year)IASTRATEGIC ADVISERS LLC (CRD# 104555)2018 - 2018 (<1 year)
License(s)

State Registrations

B
Alabama 1/19/2021

B
Nebraska 1/19/2021

B
Alaska 1/19/2021

B
Nevada 1/19/2021

B
Arizona 1/19/2021

B
New Hampshire 1/19/2021

B
Arkansas 1/19/2021

B
New Jersey 1/19/2021

B
California 1/19/2021

B
New Mexico 1/19/2021

B
Colorado 1/19/2021

B
New York 1/19/2021

B
Connecticut 1/19/2021

B
North Carolina 1/19/2021

B
Delaware 1/19/2021

B
North Dakota 1/19/2021

B
District of Columbia 1/19/2021

B
Ohio 1/20/2021

B
Florida 1/19/2021

IA
Ohio 1/25/2021

B
Georgia 1/19/2021

B
Oklahoma 1/19/2021

B
Hawaii 1/19/2021

B
Oregon 1/19/2021

B
Idaho 1/19/2021

B
Pennsylvania 1/19/2021

B
Illinois 1/19/2021

B
Puerto Rico 1/19/2021

B
Indiana 1/19/2021

B
Rhode Island 1/19/2021

B
Iowa 1/19/2021

B
South Carolina 1/19/2021

B
Kansas 1/19/2021

B
South Dakota 1/19/2021

B
Kentucky 1/17/2021

B
Tennessee 1/19/2021

IA
Kentucky 1/22/2021

B
Texas 1/19/2021

B
Louisiana 1/19/2021

IA
Texas 1/22/2021

B
Maine 1/19/2021

B
Utah 1/19/2021

B
Maryland 1/19/2021

B
Vermont 1/19/2021

B
Massachusetts 1/19/2021

B
Virgin Islands 1/19/2021

B
Michigan 1/19/2021

B
Virginia 1/19/2021

B
Minnesota 1/19/2021

B
Washington 1/19/2021

B
Mississippi 1/19/2021

B
West Virginia 1/19/2021

B
Missouri 1/19/2021

B
Wisconsin 1/19/2021

B
Montana 1/19/2021

B
Wyoming 1/19/2021

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)
100 HOWE DRIVE, COVINGTON, KY 41015
Registered with this firm since 1/22/2021

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
100 HOWE DRIVE, COVINGTON, KY 41015
CINCINNATI, OH
Registered with this firm since 1/17/2021

Previous Registration(s)
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IA
03/06/2020 - 10/19/2020 BARTLETT & CO. WEALTH MANAGEMENT LLC (CRD#:292246) CINCINNATI, OH
IA
07/13/2018 - 01/30/2019 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) COVINGTON, KY
B
06/30/2014 - 01/24/2019 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) COVINGTON, KY
IA
06/20/2018 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) COVINGTON, KY
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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.