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AA

Audie G. Apple

FIDELITY DISTRIBUTORS COMPANY LLC
Westlake, TX 76262
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CRD#: 2125041
AA

Professional summary


Audie Gene Apple, who also goes by Audie Gene Apple Jr, Audie Gene Apple Jr., Audie Gene Apple, Audie Gene Jr Apple, is a registered financial professional currently at FIDELITY DISTRIBUTORS COMPANY LLC located in Westlake, Texas and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Texas.

Audie is registered as a RR (Registered Representative) and started their career in finance in 1991. Audie has worked at 11 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 31, Series 7, Series 6, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Audie Gene Apple Jr | Audie Gene Apple Jr. | Audie Gene Apple | Audie Gene Jr Apple

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Audie Gene Apple's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 20, 2022 - Present

FIDELITY DISTRIBUTORS COMPANY LLC

Office #1: Two Destiny Way, Westlake, TX 76262
BD
CRD#: 17507
Westlake, TX
Current

December 20, 2024 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: Two Destiny Way, Westlake, TX 76262
BD
CRD#: 7784
Westlake, TX
Past

November 16, 2017 - October 10, 2022

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL
Past

January 8, 2016 - November 16, 2017

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

May 10, 2013 - December 23, 2013

TPB WEALTH ADVISORS, LLC

RIA
CRD#: 150508
SAN ANTONIO, TX
Past

August 25, 2011 - March 7, 2013

BESSEMER INVESTOR SERVICES, INC.

BD
CRD#: 17442
DALLAS, TX
Past

May 1, 2008 - August 24, 2011

ALLIANCEBERNSTEIN L.P.

RIA
CRD#: 108477
MIAMI, FL
Past

April 11, 2008 - August 24, 2011

SANFORD C. BERNSTEIN & CO., LLC

BD
CRD#: 104474
MIAMI, FL
Past

December 21, 2001 - May 6, 2008

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NEW YORK, NY
Past

April 16, 1998 - February 25, 2002

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

June 18, 1997 - March 18, 1998

SANFORD C. BERNSTEIN & CO., INC.

BD
CRD#: 1232
NEW YORK, NY
Past

April 8, 1991 - June 20, 1997

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(12/21/2022)
RR
Alaska
(12/21/2022)
RR
Arizona
(1/3/2023)
RR
Arkansas
(12/21/2022)
RR
California
(12/21/2022)
RR
Colorado
(12/21/2022)
RR
Connecticut
(12/20/2022)
RR
Delaware
(12/22/2022)
RR
District of Columbia
(1/9/2023)
RR
Florida
(5/16/2023)
RR
Georgia
(12/22/2022)
RR
Hawaii
(12/21/2022)
RR
Idaho
(12/20/2022)
RR
Illinois
(12/21/2022)
RR
Indiana
(12/21/2022)
RR
Iowa
(12/22/2022)
RR
Kansas
(12/21/2022)
RR
Kentucky
(12/21/2022)
RR
Louisiana
(1/9/2023)
RR
Maine
(12/21/2022)
RR
Maryland
(12/21/2022)
RR
Massachusetts
(12/20/2022)
RR
Michigan
(12/22/2022)
RR
Minnesota
(12/21/2022)
RR
Mississippi
(12/22/2022)
RR
Missouri
(12/20/2022)
RR
Montana
(12/20/2022)
RR
Nebraska
(12/20/2022)
RR
Nevada
(1/9/2023)
RR
New Hampshire
(12/22/2022)
RR
New Jersey
(12/22/2022)
RR
New Mexico
(12/21/2022)
RR
New York
(12/21/2022)
RR
North Carolina
(12/20/2022)
RR
North Dakota
(1/3/2023)
RR
Ohio
(12/20/2022)
RR
Oklahoma
(1/5/2023)
RR
Oregon
(12/20/2022)
RR
Pennsylvania
(12/21/2022)
RR
Puerto Rico
(12/21/2022)
RR
Rhode Island
(1/3/2023)
RR
South Carolina
(1/10/2023)
RR
South Dakota
(1/3/2023)
RR
Tennessee
(12/21/2022)
RR
Texas
(12/21/2022)
RR
Utah
(12/21/2022)
RR
Vermont
(12/21/2022)
RR
Virgin Islands
(1/2/2025)
RR
Virginia
(12/21/2022)
RR
Washington
(12/21/2022)
RR
West Virginia
(12/21/2022)
RR
Wisconsin
(12/20/2022)
RR
Wyoming
(1/5/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/11/2016
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 4/28/2008
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm


FB
FIDELITY BROKERAGE SERVICES LLC
FIDELITY BROKERAGE SERVICES LLC | FIDELITY BROKERAGE SERVICES, LLC | FIDELITY BROKERAGE SERVICES, INC.

CRD#: 7784 / SEC#: , 8-23292

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
900 Salem Street, Smithfield, RI 02917
Mailing Address
Two Destiny Way Mail Zone: Wg3d, Westlake, TX 76262
Phone number
(617) 563-7000
Established
Delaware since 06/08/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FIDELITY GLOBAL BROKERAGE GROUP, INC.MEMBER
BRANDNER, CLINT RYANCHIEF OPERATIONS OFFICER7209362
CENATIEMPO, PHILIP JHEAD OF STRATEGY, PLANNING & ADVICE4809405
DYER, JANET MARIECO - CHIEF COMPLIANCE OFFICER3186352
MAHNA, ROHITHEAD OF CLIENT GROWTH4078386
MASCIALINO, ROBERT RAYMONDPRESIDENT/CEO/DIRECTOR2078086
MCLAUGHLIN, KEVIN MICHAELCHIEF FINANCIAL OFFICER5392417
MERKEN, GAIL RACHELCHIEF COMPLIANCE OFFICER5546717
PETERSON, PAUL DAVIDHEAD OF INVESTMENT ADVISOR GROUP2387115
STURDY, CHARLES HANCOCKSECRETARY AND GENERAL COUNSEL

Disclosures


Regulatory Event23
Arbitration124

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784Westlake, TX 76262

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