Heather Bronson

CRD 5956345 · Fidelity Brokerage Services LLC · Winter Park, FL

IA RegisteredBroker

Also appears in the source record as: Heather Lynann House; Heather House; Heather House Workman; Heather Workman

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 (16): California · Connecticut · Delaware · Florida · Georgia · Maine · Maryland · Minnesota · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia
Years in the industry (source record): 15
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 (11)

From the source registration record · current first

Strategic Advisers LLCCurrent
Orlando, FL · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Orlando, FL · BD capacity

Jul 20, 2021 → present
Fidelity Brokerage Services LLCCurrent
Winter Park, FL · BC capacity

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

Aug 27, 2021 → Mar 31, 2025
J.P. Morgan Securities LLC
IA capacity

Feb 1, 2021 → Jun 15, 2021
J.P. Morgan Securities LLC
BD capacity

Jan 25, 2021 → Jun 15, 2021
Td Ameritrade, Inc.
IA capacity

Mar 23, 2018 → Jan 11, 2021
Td Ameritrade, Inc.
BD capacity

Mar 13, 2018 → Jan 11, 2021
Td Ameritrade Investment Management, LLC
IA capacity

Mar 21, 2018 → Dec 31, 2020
Scottrade Investment Management
IA capacity

Aug 4, 2017 → Mar 20, 2018
Scottrade, Inc.
BD capacity

Nov 1, 2011 → Mar 20, 2018

Source & corrections

Where this page comes from

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