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PATRICK GABRIEL CRUZ
PATRICK GABRIEL CRUZ MR.
CRD#: 6509193
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 410 WESTHEIMER RD
STE B-100
HOUSTON, TX 77027
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 4410 WESTHEIMER RD STE B-100
HOUSTON, TX 77027-4812
Registration History
201520162017201820192020202120222023202420252026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2015 - Present (9 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2016 - 2018 (2 years)
License(s)

State Registrations

B
Alabama 8/13/2021

B
Nevada 4/23/2020

B
California 1/4/2019

B
New Mexico 9/25/2015

B
Colorado 1/4/2019

B
New York 1/4/2019

B
Connecticut 3/25/2023

B
North Carolina 1/4/2019

B
Delaware 1/29/2020

B
Ohio 3/8/2022

B
Florida 1/4/2019

B
Oklahoma 9/25/2015

B
Georgia 1/4/2019

B
Oregon 1/4/2019

B
Idaho 7/8/2022

B
Pennsylvania 1/4/2019

B
Illinois 1/4/2019

B
Tennessee 2/12/2021

B
Iowa 5/19/2023

B
Texas 9/25/2015

B
Louisiana 8/17/2015

IA
Texas 7/13/2018

B
Massachusetts 5/6/2022

B
Virginia 12/4/2019

B
Michigan 4/23/2020

B
Washington 12/4/2019

B
Mississippi 1/4/2019

B
Wisconsin 3/4/2022

B
Missouri 12/4/2019

SRO Registrations

B
FINRA

B
New York Stock Exchange

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
410 WESTHEIMER RD STE B-100, HOUSTON, TX 77027
HOUSTON, TX
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
4410 WESTHEIMER RD STE B-100, HOUSTON, TX 77027-4812
HOUSTON, TX
Registered with this firm since 8/17/2015

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
07/28/2016 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) HOUSTON, 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.