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RYAN PATE
RYAN JEFFREY PATE, Ryan Pate
CRD#: 6484240
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 ONE DESTINY WAY
WESTLAKE, TX 76262
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 ONE DESTINY WAY
WESTLAKE, TX 76262
Registration History
2015201620172018201920202021202220232024202520263 FIRMS2016 - 2017 (<1 year)2 FIRMS2019 - 2019 (<1 year)2 FIRMS2020 - Present (4 years)BEMERSON EQUITY LLC (CRD# 130032)2019 - 2020 (<1 year)BTIAA-CREF INDIVIDUAL & INSTITU... (CRD# 20472)2017 - 2019 (1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2015 - 2016 (1 year)
License(s)

State Registrations

B
Alabama 9/11/2020

B
Nebraska 9/11/2020

B
Alaska 9/11/2020

B
Nevada 9/11/2020

B
Arizona 9/11/2020

B
New Hampshire 9/11/2020

B
Arkansas 9/11/2020

B
New Jersey 9/11/2020

B
California 9/11/2020

B
New Mexico 9/11/2020

B
Colorado 9/11/2020

B
New York 9/11/2020

B
Connecticut 9/11/2020

B
North Carolina 9/11/2020

B
Delaware 9/11/2020

B
North Dakota 9/11/2020

B
District of Columbia 9/11/2020

B
Ohio 9/13/2020

B
Florida 9/11/2020

B
Oklahoma 9/11/2020

B
Georgia 9/11/2020

B
Oregon 9/11/2020

B
Hawaii 9/11/2020

B
Pennsylvania 9/11/2020

B
Idaho 9/11/2020

B
Puerto Rico 9/11/2020

B
Illinois 9/11/2020

B
Rhode Island 9/11/2020

B
Indiana 9/11/2020

B
South Carolina 9/11/2020

B
Iowa 9/11/2020

B
South Dakota 9/11/2020

B
Kansas 9/11/2020

B
Tennessee 9/11/2020

B
Kentucky 9/11/2020

B
Texas 8/23/2020

B
Louisiana 9/11/2020

IA
Texas 9/11/2020

B
Maine 9/11/2020

B
Utah 9/11/2020

B
Maryland 9/11/2020

B
Vermont 9/11/2020

B
Massachusetts 9/11/2020

B
Virginia 9/11/2020

B
Michigan 9/11/2020

B
Washington 9/11/2020

B
Minnesota 9/11/2020

B
West Virginia 9/11/2020

B
Mississippi 9/11/2020

B
Wisconsin 9/11/2020

B
Missouri 9/11/2020

B
Wyoming 9/11/2020

B
Montana 9/11/2020

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)
ONE DESTINY WAY, WESTLAKE, TX 76262
Registered with this firm since 9/11/2020

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
ONE DESTINY WAY, WESTLAKE, TX 76262
HASLET, TX
Registered with this firm since 8/23/2020

Previous Registration(s)
th hidden textth hidden textNameLocation
B
12/20/2019 - 03/25/2020 EMERSON EQUITY LLC (CRD#:130032) Dallas, TX
IA
04/22/2019 - 12/13/2019 VALIC FINANCIAL ADVISORS, INC. (CRD#:42803) PLANO, TX
B
04/22/2019 - 12/13/2019 VALIC FINANCIAL ADVISORS, INC. (CRD#:42803) PLANO, TX
B
08/30/2017 - 04/26/2019 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472) LEWISVILLE, TX
IA
12/21/2016 - 07/28/2017 TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD#:111514) Fort Worth, TX
IA
12/21/2016 - 07/28/2017 TD AMERITRADE, INC. (CRD#:7870) FORT WORTH, TX
B
12/21/2016 - 07/28/2017 TD AMERITRADE, INC. (CRD#:7870) FORT WORTH, TX
B
07/28/2015 - 12/01/2016 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) WESTLAKE, TX
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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.