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JOHAN S VALENCIA
Johan S Valencia, Johan Sebastian Valencia
CRD#: 6904092
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 ONE DESTINY WAY
WESTLAKE, TX 76262
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 4001 NORTHWEST PARKWAY
DALLAS, TX 75225
Registration History
201820192020202120222023202420252026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2021 - Present (3 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2019 - Present (5 years)BDAVID LERNER ASSOCIATES, INC. (CRD# 5397)2018 - 2019 (1 year)
License(s)

State Registrations

B
Arkansas 11/13/2019

B
New Mexico 11/13/2019

B
Colorado 2/20/2025

B
Oklahoma 11/13/2019

B
Florida 9/23/2024

B
Oregon 3/21/2024

B
Illinois 8/21/2024

B
Texas 11/13/2019

B
Louisiana 11/13/2019

IA
Texas 4/7/2021

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)
ONE DESTINY WAY, WESTLAKE, TX 76262
Registered with this firm since 4/7/2021

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
4001 NORTHWEST PARKWAY, DALLAS, TX 75225
ADDISON, TX
Registered with this firm since 11/13/2019

Previous Registration(s)
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B
03/27/2018 - 11/04/2019 DAVID LERNER ASSOCIATES, INC. (CRD#:5397) WHITE PLAINS, NY
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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.