Joshua H Kimbrough

CRD 4690701 · Fidelity Brokerage Services LLC · Smithfield, RI

IA RegisteredBroker

Also appears in the source record as: Joshua H Kimborugh; Josh Kimbrough; Joshua Henry Kimbrough

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 66Series 63SIESeries 7
Registered states (52): 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 · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 20
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 (17)

From the source registration record · current first

Strategic Advisers LLCCurrent
Brentwood, TN · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Brentwood, TN · BD capacity

Apr 16, 2021 → present
Fidelity Brokerage Services LLCCurrent
Smithfield, RI · BC capacity

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

May 31, 2021 → Mar 31, 2025
Allstate Financial Advisors, LLC
IA capacity

Aug 23, 2013 → May 2, 2019
Allstate Financial Services, LLC
BD capacity

Aug 22, 2013 → May 2, 2019
State Farm Vp Management Corp.
BD capacity

May 4, 2012 → Aug 16, 2012
Morgan Stanley Smith Barney LLC
IA capacity

Apr 27, 2011 → Oct 4, 2011
Morgan Stanley Smith Barney
BD capacity

Apr 26, 2011 → Oct 4, 2011
Td Ameritrade, Inc.
BD capacity

Dec 7, 2010 → Jan 11, 2011
Td Ameritrade, Inc.
IA capacity

Dec 7, 2010 → Jan 11, 2011
Amerivest Investment Management, LLC
IA capacity

Dec 7, 2010 → Jan 11, 2011
J.P. Turner & Company, L.L.C.
BD capacity

May 8, 2009 → Aug 11, 2010
J P Turner & Company Capital Management, LLC
IA capacity

May 8, 2009 → Aug 11, 2010
E*trade Capital Management, LLC
IA capacity

Feb 6, 2009 → May 15, 2009
E*trade Securities LLC
BD capacity

Dec 15, 2006 → May 15, 2009
Nylife Securities Inc.
BD capacity

Jul 21, 2006 → Nov 13, 2006

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 4690701 ↗ FINRA BrokerCheck record for CRD 4690701 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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