Taeshima White

CRD 5148649 · Fidelity Brokerage Services LLC · Westlake, TX

IA RegisteredBroker

Also appears in the source record as: Taeshima Renee White; Taeshima R White-Newton; Taeshima Renee White-Newton; Taeshima White-Newton

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 66Series 63Series 24Series 10Series 9SIESeries 7
Registered states (2): Florida · Texas
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 (8)

From the source registration record · current first

Strategic Advisers LLCCurrent
Westlake, TX · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Trophy Club, TX · BD capacity

Sep 28, 2022 → present
Fidelity Brokerage Services LLCCurrent
Westlake, TX · BC capacity

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

Oct 17, 2022 → Mar 31, 2025
Robinhood Financial, LLC
BD capacity

Nov 19, 2020 → Jun 14, 2022
Charles Schwab & Co., Inc.
BD capacity

Jun 16, 2006 → Oct 26, 2020
Charles Schwab & Co., Inc.
IA capacity

Jan 4, 2012 → Dec 31, 2014
Charles Schwab & Co., Inc.
IA capacity

Oct 13, 2009 → Dec 31, 2011

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 5148649 ↗ FINRA BrokerCheck record for CRD 5148649 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.