Brenda Jo Knudsen

CRD 1267991 · Fidelity Brokerage Services LLC · Nye, MT

IA RegisteredBroker

Also appears in the source record as: Brenda Knudsen; Brenda Jo Miller; Brenda Jo Scheibel; Brenda Jo Swenson

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 66Series 24Series 4SIESeries 7Series 5Series 15
Registered states (51): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 42
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (12)

From the source registration record · current first

Strategic Advisers LLCCurrent
Martinez, CA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Martinez, CA · BD capacity

Jan 8, 2020 → present
Fidelity Brokerage Services LLCCurrent
Nye, MT · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Feb 3, 2020 → Mar 31, 2025
Lucia Capital Group
IA capacity

Feb 8, 2012 → Dec 13, 2019
Lucia Securities, LLC
BD capacity

Jan 11, 2012 → Dec 13, 2019
Capital Synergy Partners
BD capacity

May 9, 2011 → Dec 9, 2011
Rbc Capital Markets, LLC
IA capacity

Nov 5, 2007 → Apr 1, 2011
Rbc Capital Markets, LLC
BD capacity

Aug 1, 2007 → Apr 1, 2011
Sutro & Co. Incorporated
BD capacity

Sep 25, 1985 → Jul 29, 1989
Montgomery Securities
BD capacity

Nov 15, 1984 → Oct 8, 1985
Bateman Eichler, Hill Richards, Incorporated
BD capacity

May 23, 1984 → Oct 2, 1984

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 1267991 ↗ FINRA BrokerCheck record for CRD 1267991 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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