Imar Rodriguez

CRD 4010358 · Fidelity Brokerage Services LLC · Newport Beach, CA

IA RegisteredBroker

Also appears in the source record as: Imar A. Rodriguez

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63SIESeries 7Series 6
Registered states (53): 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 · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 26
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 (15)

From the source registration record · current first

Strategic Advisers LLCCurrent
Newport Beach, CA · IA capacity

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

Apr 10, 2024 → present
Fidelity Brokerage Services LLCCurrent
Newport Beach, CA · BC capacity

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

Apr 16, 2024 → Mar 31, 2025
Snowden Account Services LLC
BD capacity

Dec 4, 2015 → Apr 7, 2024
Snowden Capital Advisors LLC
IA capacity

Dec 4, 2015 → Apr 7, 2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Oct 19, 2010 → Dec 7, 2015
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Oct 18, 2010 → Dec 7, 2015
Chase Investment Services Corp.
BD capacity

Apr 13, 2010 → Oct 28, 2010
Chase Investment Services Corp.
IA capacity

Apr 13, 2010 → Oct 28, 2010
Wells Fargo Investments, LLC
BD capacity

May 18, 2007 → Apr 7, 2010
Wells Fargo Investments, LLC
IA capacity

May 18, 2007 → Apr 7, 2010
Strategic Advisers, Inc.
IA capacity

May 18, 2004 → May 24, 2007
Fidelity Brokerage Services LLC
BD capacity

May 14, 2001 → May 24, 2007
Fidelity Investments Institutional Services Company, Inc.
BD capacity

Nov 21, 2000 → May 14, 2001

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 4010358 ↗ FINRA BrokerCheck record for CRD 4010358 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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