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WILLIAM SHERRELL
William Patrick Sherrell
CRD#: 6942546
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 49 NORTH 400 WEST
SALT LAKE CITY, UT 84101
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 MONROE, WA
Registration History
2018201920202021202220232024202520262 FIRMS2018 - 2021 (3 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2022 - Present (3 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2021 - Present (3 years)
License(s)

State Registrations

B
Alabama 12/20/2021

B
Nebraska 12/20/2021

B
Alaska 12/20/2021

B
Nevada 12/20/2021

B
Arizona 12/20/2021

B
New Hampshire 12/20/2021

B
Arkansas 12/20/2021

B
New Jersey 12/20/2021

B
California 12/20/2021

B
New Mexico 12/20/2021

B
Colorado 12/20/2021

B
New York 12/20/2021

B
Connecticut 12/20/2021

B
North Carolina 12/20/2021

B
Delaware 12/20/2021

B
North Dakota 12/20/2021

B
District of Columbia 12/20/2021

B
Ohio 12/20/2021

B
Florida 12/20/2021

B
Oklahoma 12/20/2021

B
Georgia 12/20/2021

B
Oregon 12/20/2021

B
Hawaii 12/20/2021

B
Pennsylvania 12/20/2021

B
Idaho 12/20/2021

B
Puerto Rico 12/20/2021

B
Illinois 12/20/2021

B
Rhode Island 12/20/2021

B
Indiana 12/20/2021

B
South Carolina 12/20/2021

B
Iowa 12/20/2021

B
South Dakota 12/20/2021

B
Kansas 12/20/2021

B
Tennessee 12/20/2021

B
Kentucky 12/20/2021

B
Texas 12/20/2021

B
Louisiana 12/20/2021

IA
Texas 1/13/2022

B
Maine 12/20/2021

B
Utah 12/20/2021

B
Maryland 12/20/2021

B
Vermont 12/20/2021

B
Massachusetts 12/20/2021

B
Virginia 12/20/2021

B
Michigan 12/20/2021

B
Washington 12/20/2021

B
Minnesota 12/20/2021

IA
Washington 1/11/2022

B
Mississippi 12/20/2021

B
West Virginia 12/20/2021

B
Missouri 12/20/2021

B
Wisconsin 12/20/2021

B
Montana 12/20/2021

B
Wyoming 12/20/2021

SRO Registrations

B
FINRA

B
New York Stock Exchange

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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)
49 NORTH 400 WEST, SALT LAKE CITY, UT 84101
Registered with this firm since 1/11/2022

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
MONROE, WA
49 NORTH 400 WEST, SALT LAKE CITY, UT 84101
Registered with this firm since 12/20/2021

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
08/27/2018 - 10/19/2021 EDWARD JONES (CRD#:250) Everett, WA
B
08/03/2018 - 10/19/2021 EDWARD JONES (CRD#:250) Everett, WA
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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.