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DAVID COLLIN MCLEOD
CRD#: 6566296
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 DALLAS, TX
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 ONE DESTINY WAY
WESTLAKE, TX 76262
Registration History
20162017201820192020202120222023202420252026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2016 - Present (9 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2016 - 2018 (1 year)
License(s)

State Registrations

B
Alabama 2/18/2016

B
Nebraska 2/18/2016

B
Alaska 2/18/2016

B
Nevada 2/18/2016

B
Arizona 2/18/2016

B
New Hampshire 2/18/2016

B
Arkansas 2/18/2016

B
New Jersey 2/18/2016

B
California 2/18/2016

B
New Mexico 2/18/2016

B
Colorado 1/11/2016

B
New York 2/18/2016

B
Connecticut 2/18/2016

B
North Carolina 2/19/2016

B
Delaware 2/18/2016

B
North Dakota 3/22/2018

B
District of Columbia 2/18/2016

B
Ohio 2/19/2016

B
Florida 2/18/2016

B
Oklahoma 2/18/2016

B
Georgia 2/18/2016

B
Oregon 2/18/2016

B
Hawaii 2/18/2016

B
Pennsylvania 2/18/2016

B
Idaho 2/18/2016

B
Puerto Rico 3/22/2018

B
Illinois 2/18/2016

B
Rhode Island 2/18/2016

B
Indiana 2/18/2016

B
South Carolina 2/18/2016

B
Iowa 2/18/2016

B
South Dakota 3/22/2018

B
Kansas 2/18/2016

B
Tennessee 3/22/2018

B
Kentucky 2/18/2016

B
Texas 2/18/2016

B
Louisiana 2/18/2016

IA
Texas 7/13/2018

B
Maine 2/18/2016

B
Utah 2/18/2016

B
Maryland 2/18/2016

B
Vermont 2/18/2016

B
Massachusetts 2/18/2016

B
Virginia 2/18/2016

B
Michigan 2/18/2016

B
Washington 2/18/2016

B
Minnesota 2/18/2016

B
West Virginia 2/18/2016

B
Mississippi 2/18/2016

B
Wisconsin 2/18/2016

B
Missouri 2/18/2016

B
Wyoming 2/18/2016

B
Montana 2/18/2016

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)
DALLAS, TX
ONE DESTINY WAY, WESTLAKE, TX 76262
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
ONE DESTINY WAY, WESTLAKE, TX 76262
DALLAS, TX
Registered with this firm since 1/11/2016

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
11/16/2016 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) 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.