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SAMANTHA MERRICK
CRD#: 7750550
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 3240 EAST CAMELBACK ROAD
PHOENIX, AZ 85018-2335
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 3240 EAST CAMELBACK ROAD
PHOENIX, AZ 85018
Registration History
Oct2023AprJulOct2024AprJulOct2025AprJulOct2026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2024 - Present (1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2023 - Present (1 year)
License(s)

State Registrations

B
Alabama 1/3/2025

B
Nebraska 1/3/2025

B
Alaska 1/3/2025

B
Nevada 1/3/2025

B
Arizona 10/11/2023

B
New Hampshire 1/3/2025

IA
Arizona 1/18/2024

B
New Jersey 10/4/2023

B
Arkansas 1/3/2025

B
New Mexico 1/3/2025

B
California 10/4/2023

B
New York 10/4/2023

B
Colorado 10/4/2023

B
North Carolina 10/4/2023

B
Connecticut 10/4/2023

B
North Dakota 1/3/2025

B
Delaware 1/3/2025

B
Ohio 10/5/2023

B
District of Columbia 1/3/2025

B
Oklahoma 1/3/2025

B
Florida 10/4/2023

B
Oregon 1/3/2025

B
Georgia 10/4/2023

B
Pennsylvania 10/4/2023

B
Hawaii 1/3/2025

B
Puerto Rico 1/3/2025

B
Idaho 1/3/2025

B
Rhode Island 1/3/2025

B
Illinois 10/4/2023

B
South Carolina 1/3/2025

B
Indiana 10/4/2023

B
South Dakota 1/3/2025

B
Iowa 1/3/2025

B
Tennessee 1/3/2025

B
Kansas 1/3/2025

B
Texas 10/4/2023

B
Kentucky 1/3/2025

IA
Texas 1/10/2024

B
Louisiana 1/3/2025

B
Utah 1/3/2025

B
Maine 1/3/2025

B
Vermont 1/3/2025

B
Maryland 10/4/2023

B
Virgin Islands 1/3/2025

B
Massachusetts 10/4/2023

B
Virginia 10/4/2023

B
Michigan 10/4/2023

B
Washington 10/4/2023

B
Minnesota 10/4/2023

B
West Virginia 1/3/2025

B
Mississippi 1/3/2025

B
Wisconsin 10/4/2023

B
Missouri 10/4/2023

B
Wyoming 1/3/2025

B
Montana 1/3/2025

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)
3240 EAST CAMELBACK ROAD, PHOENIX, AZ 85018-2335
Registered with this firm since 1/10/2024

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
3240 EAST CAMELBACK ROAD, PHOENIX, AZ 85018
PHOENIX, AZ
Registered with this firm since 8/16/2023

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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.