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GENEVA TSOI ECHEVERRIA
CRD#: 6821839
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 1735 MARKET STREET
MELLON BANK CENTER
PHILADELPHIA, PA 19103
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 ARLINGTON, TX
Registration History
20172018201920202021202220232024202520263 FIRMS2017 - 2019 (2 years)2 FIRMS2020 - Present (4 years)
License(s)

State Registrations

B
Alabama 2/13/2024

B
Nevada 2/13/2024

B
Alaska 2/13/2024

B
New Hampshire 2/13/2024

B
Arizona 2/13/2024

B
New Jersey 2/13/2024

B
Arkansas 12/15/2023

B
New Mexico 2/13/2024

B
California 2/12/2021

B
New York 2/13/2024

B
Colorado 2/13/2024

B
North Carolina 2/13/2024

B
Connecticut 2/13/2024

B
North Dakota 2/13/2024

B
Delaware 2/13/2024

B
Ohio 2/14/2024

B
District of Columbia 2/13/2024

B
Oklahoma 12/15/2023

B
Florida 2/13/2024

IA
Oklahoma 1/8/2024

B
Georgia 2/13/2024

B
Oregon 2/13/2024

B
Hawaii 2/13/2024

B
Pennsylvania 5/1/2020

B
Idaho 2/13/2024

B
Puerto Rico 2/13/2024

B
Illinois 2/13/2024

B
Rhode Island 2/13/2024

B
Indiana 2/13/2024

B
South Carolina 2/13/2024

B
Iowa 2/13/2024

B
South Dakota 2/13/2024

B
Kansas 12/15/2023

B
Tennessee 2/13/2024

B
Kentucky 2/13/2024

B
Texas 2/12/2021

B
Louisiana 12/15/2023

IA
Texas 3/16/2021

B
Maine 2/13/2024

B
Utah 2/13/2024

B
Maryland 2/13/2024

B
Vermont 2/13/2024

B
Massachusetts 2/13/2024

B
Virgin Islands 2/13/2024

B
Michigan 2/13/2024

B
Virginia 2/13/2024

B
Minnesota 2/13/2024

B
Washington 2/13/2024

B
Mississippi 2/13/2024

B
West Virginia 2/13/2024

B
Missouri 12/15/2023

B
Wisconsin 2/13/2024

B
Montana 2/13/2024

B
Wyoming 2/13/2024

B
Nebraska 2/13/2024

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)
1735 MARKET STREET MELLON BANK CENTER, PHILADELPHIA, PA 19103
Registered with this firm since 5/6/2020

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
ARLINGTON, TX
ONE DESTINY WAY, WESTLAKE, TX 76262
Registered with this firm since 5/1/2020

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
08/30/2017 - 08/29/2019 TD AMERITRADE, INC. (CRD#:7870) WASHINGTON, DC
IA
08/25/2017 - 08/29/2019 TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD#:111514) Washington, DC
B
08/09/2017 - 08/29/2019 TD AMERITRADE, INC. (CRD#:7870) WASHINGTON, DC
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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.