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LINDSEY ELISE COLOSEY
Lindsey Colosey
CRD#: 6993143
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 1765 SANTA ANA AVENUE
APT P103
COSTA MESA, CA 92627
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 COSTA MESA, CA
Registration History
20172018201920202021202220232024202520262 FIRMS2019 - 2023 (3 years)2 FIRMS2023 - Present (1 year)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2018 - 2019 (<1 year)IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2019 - 2019 (<1 year)
Disclosure(s)
View By:
9/1/2017
Financial
Final
License(s)

State Registrations

B
Alabama 7/18/2023

B
Nebraska 7/18/2023

B
Alaska 8/7/2023

B
Nevada 7/24/2023

B
Arizona 7/26/2023

B
New Hampshire 7/19/2023

B
Arkansas 7/21/2023

B
New Jersey 7/18/2023

B
California 7/13/2023

B
New Mexico 7/18/2023

IA
California 7/28/2023

B
New York 7/18/2023

B
Colorado 7/18/2023

B
North Carolina 7/18/2023

B
Connecticut 7/18/2023

B
North Dakota 7/22/2023

B
Delaware 7/26/2023

B
Ohio 7/18/2023

B
District of Columbia 7/25/2023

B
Oklahoma 7/18/2023

B
Florida 7/18/2023

B
Oregon 7/17/2023

B
Georgia 7/20/2023

B
Pennsylvania 7/18/2023

B
Hawaii 7/18/2023

B
Puerto Rico 7/19/2023

B
Idaho 7/18/2023

B
Rhode Island 7/21/2023

B
Illinois 7/21/2023

B
South Carolina 7/19/2023

B
Indiana 7/18/2023

B
South Dakota 7/23/2023

B
Iowa 7/24/2023

B
Tennessee 7/18/2023

B
Kansas 7/18/2023

B
Texas 7/18/2023

B
Kentucky 7/18/2023

IA
Texas 7/27/2023

B
Louisiana 7/18/2023

B
Utah 7/18/2023

B
Maine 7/18/2023

B
Vermont 7/18/2023

B
Maryland 7/21/2023

B
Virgin Islands 7/20/2023

B
Massachusetts 7/17/2023

B
Virginia 7/19/2023

B
Michigan 7/19/2023

B
Washington 7/18/2023

B
Minnesota 7/18/2023

B
West Virginia 7/19/2023

B
Mississippi 7/18/2023

B
Wisconsin 7/20/2023

B
Missouri 7/19/2023

B
Wyoming 7/18/2023

B
Montana 7/18/2023

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)
1765 SANTA ANA AVENUE APT P103, COSTA MESA, CA 92627
Registered with this firm since 7/27/2023

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
COSTA MESA, CA
Registered with this firm since 7/12/2023

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
10/18/2019 - 04/04/2023 E*TRADE CAPITAL MANAGEMENT, LLC (CRD#:42159) Irvine, CA
B
10/17/2019 - 04/04/2023 E*TRADE SECURITIES LLC (CRD#:29106) Irvine, CA
IA
02/01/2019 - 10/15/2019 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) NEWPORT BEACH, CA
B
12/19/2018 - 10/15/2019 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) NEWPORT BEACH, CA
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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.