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ANNE KATHLEEN L'HEUREUX
ANNE KATHLEEN L HEUREUX, Anne Kathleen L'Heureux, ANNE KATHLEEN LHEUREUX
CRD#: 7060711
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 175 EAST ALTAMONTE DR, STE 1000
ALTAMONTE SPRINGS, FL 32701
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 175 EAST ALTAMONTE DR, STE 1000
ALTAMONTE SPRINGS, FL 32701
Registration History
20192020202120222023202420252026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2021 - Present (3 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2020 - Present (5 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2019 - 2019 (<1 year)
License(s)

State Registrations

B
Alabama 7/29/2021

B
North Carolina 6/2/2021

B
Arizona 7/29/2020

B
Ohio 7/30/2021

B
California 7/29/2021

B
Oregon 7/29/2021

B
Florida 3/3/2020

B
Pennsylvania 6/2/2021

IA
Florida 9/10/2021

B
Rhode Island 6/2/2021

B
Georgia 6/2/2021

B
South Carolina 7/29/2021

B
Hawaii 11/17/2023

B
Tennessee 6/2/2021

B
Illinois 3/15/2024

B
Texas 6/2/2021

B
Indiana 6/2/2021

IA
Texas 8/31/2021

B
Louisiana 7/29/2021

B
Virginia 6/2/2021

B
Nebraska 2/15/2022

B
Washington 6/2/2021

B
New Jersey 7/29/2021

B
West Virginia 7/29/2021

B
New York 7/29/2021

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)
175 EAST ALTAMONTE DR, STE 1000, ALTAMONTE SPRINGS, FL 32701
Registered with this firm since 8/31/2021

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
175 EAST ALTAMONTE DR, STE 1000, ALTAMONTE SPRINGS, FL 32701
ORLANDO, FL
Registered with this firm since 2/21/2020

Previous Registration(s)
th hidden textth hidden textNameLocation
B
08/06/2019 - 12/23/2019 CHARLES SCHWAB & CO., INC. (CRD#:5393) Winter Park, FL
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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.