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Detailed Report
BRETTON ALEXANDER PATCHETT
BRETTON ALEXANDER PATCHETT Mr., BRETTON PATCHETT
CRD#: 6749075
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 2020 SOUTH LEWIS AVE, SUITE 100
TULSA, OK 74104
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 2020 SOUTH LEWIS AVE, SUITE 100
TULSA, OK 74104
Registration History
2017201820192020202120222023202420252026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2020 - Present (4 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2017 - Present (8 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - 2019 (1 year)
License(s)

State Registrations

B
Arizona 1/15/2025
B
Nebraska 5/11/2022
B
Arkansas 3/1/2017
B
New Mexico 1/3/2025
B
Colorado 5/3/2024
B
Ohio 1/17/2025
B
Florida 3/2/2024
B
Oklahoma 3/1/2017
B
Kansas 3/1/2017
IA
Oklahoma 6/18/2020
B
Louisiana 1/7/2022
B
Texas 2/24/2017
B
Missouri 5/2/2022
IA
Texas 6/18/2020

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)
2020 SOUTH LEWIS AVE, SUITE 100, TULSA, OK 74104
Registered with this firm since 6/18/2020
B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
2020 SOUTH LEWIS AVE, SUITE 100, TULSA, OK 74104
GLENPOOL, OK
Registered with this firm since 2/17/2017
Previous Registration(s)
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IA
 11/27/2018 - 11/07/2019 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) WESTLAKE, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.