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MARY WHEELER
Mary Anita Wheeler, Mary Wheeler
CRD#: 7420000
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 15600 SOUTHWEST FREEWAY
SUGAR LAND, TX 77478-3881
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 15600 SOUTHWEST FREEWAY
SUGAR LAND, TX 77478
Registration History
AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct20262 FIRMS2023 - 2023 (<1 year)2 FIRMS2023 - Present (1 year)
License(s)

State Registrations

B
Alabama 1/6/2024

B
New Hampshire 1/6/2024

B
Arizona 1/6/2024

B
New Jersey 1/6/2024

B
Arkansas 1/6/2024

B
New York 1/6/2024

B
California 1/6/2024

B
North Carolina 1/6/2024

B
Colorado 1/6/2024

B
Ohio 1/6/2024

B
Connecticut 1/6/2024

B
Oregon 1/6/2024

B
Florida 1/6/2024

B
Pennsylvania 1/6/2024

B
Georgia 1/6/2024

B
South Carolina 1/6/2024

B
Hawaii 1/6/2024

B
Tennessee 1/6/2024

B
Idaho 1/6/2024

B
Texas 10/17/2023

B
Illinois 1/6/2024

IA
Texas 10/20/2023

B
Louisiana 1/6/2024

B
Virginia 1/6/2024

B
Massachusetts 1/6/2024

B
Washington 1/6/2024

B
Michigan 1/6/2024

B
West Virginia 1/6/2024

B
Missouri 1/6/2024

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)
15600 SOUTHWEST FREEWAY, SUGAR LAND, TX 77478-3881
Registered with this firm since 10/20/2023

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
15600 SOUTHWEST FREEWAY, SUGAR LAND, TX 77478
HOUSTON, TX
Registered with this firm since 10/17/2023

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
04/27/2023 - 10/09/2023 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) HOUSTON, TX
B
02/13/2023 - 10/09/2023 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) HOUSTON, TX
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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.