Angela Osborne

CRD 4142854 · Fidelity Brokerage Services LLC · Smithfield, RI

IA RegisteredBroker

Also appears in the source record as: Angela Marie Bishop; Angela Marie Osborne; Angela Osborne

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 65Series 63SIESeries 7Series 6
Registered states (22): Arkansas · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · North Dakota · Ohio · Oklahoma · South Dakota · Tennessee · Texas · Utah · 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 (21)

From the source registration record · current first

Strategic Advisers LLCCurrent
Saint Louis, Mo, MO · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Saint Louis, Mo, MO · BD capacity

Jul 22, 2021 → present
Fidelity Brokerage Services LLCCurrent
Smithfield, RI · BC capacity

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

Jul 26, 2021 → Mar 31, 2025
Fidelity Personal And Workplace Advisors
IA capacity

Jul 13, 2018 → Aug 7, 2019
Fidelity Brokerage Services LLC
BD capacity

Mar 8, 2017 → Aug 5, 2019
Strategic Advisers LLC
IA capacity

Mar 17, 2017 → Jul 13, 2018
Edward Jones
IA capacity

Oct 8, 2015 → Feb 21, 2017
Edward Jones
BD capacity

Oct 3, 2015 → Feb 21, 2017
Lockton Financial Advisors, LLC
BD capacity

Mar 27, 2015 → Sep 23, 2015
Lockton Investment Advisors, LLC
IA capacity

Mar 27, 2015 → Sep 23, 2015
Edward Jones
BD capacity

Jul 31, 2014 → Mar 18, 2015
Edward Jones
IA capacity

Jul 31, 2014 → Mar 18, 2015
Stancorp Investment Advisers, Inc.
IA capacity

Jul 2, 2013 → Mar 31, 2014
Stancorp Equities, Inc.
BD capacity

Jul 1, 2013 → Mar 31, 2014
Plancorp, LLC
IA capacity

Oct 24, 2012 → May 28, 2013
Stancorp Investment Advisers, Inc.
IA capacity

Oct 6, 2011 → Sep 18, 2012
Stancorp Equities, Inc.
BD capacity

Mar 17, 2011 → Sep 18, 2012
Fidelity Brokerage Services LLC
BD capacity

Jan 1, 2008 → Jul 13, 2010
Fidelity Investments Institutional Services Company, Inc.
BD capacity

Nov 20, 2006 → Jan 1, 2008
Janus Distributors, Inc.
BD capacity

Mar 7, 2000 → May 2, 2001

Source & corrections

Where this page comes from

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