Individual Firm
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JACOB PAUL DEPILLO
Jacob P DePillo, Jacob Paul DePillo, Jacob DePillo
CRD#: 6936974
IA
B
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 778 WEST BIG BEAVER ROAD
TROY, MI 48084-4934
TROY, MI 48084-4934
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 30200 NORTHWESTERN HWY
FARMINGTON, MI 48334
FARMINGTON, MI 48334
0
Disclosures
5
Years of Experience
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State Registrations
B
Arizona 3/10/2025
B
Michigan 8/1/2023
B
Florida 10/9/2024
IA
Michigan 8/14/2023
B
Illinois 10/9/2024
B
Ohio 10/29/2024
B
Massachusetts 6/20/2024
B
Virginia 10/25/2024
SRO Registrations
B
B
View Exams Passed by the individual in the detailed report
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Learn about permitted activities of registered principals
IA
Registered with this firm since 8/14/2023
B
Registered with this firm since 8/1/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/26/2021 - 08/01/2023 | Birmingham, MI | |
B | 03/23/2023 - 08/01/2023 | Birmingham, MI | |
B | 05/26/2021 - 08/01/2023 | Birmingham, MI | |
IA | 05/14/2020 - 04/27/2021 | Southfield, MI | |
B | 05/06/2020 - 04/27/2021 | Southfield, MI | |
IA | 01/09/2020 - 04/14/2020 | TROY, MI | |
B | 12/02/2019 - 04/14/2020 | TROY, MI |
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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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.