Robert P. Burris
Professional summary
Robert Paul Burris, who also goes by Paul Burris Mr., Robert P Burris Mr., Robert P Burris, is a registered financial professional currently at FIDELITY BROKERAGE SERVICES LLC located in Westlake, Texas.
Robert is registered as a RR (Registered Representative) and started their career in finance in 2007. Robert has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert Paul Burris's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 9, 2009 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: One Destiny Way, Westlake, TX 76262April 13, 2010 - December 31, 2014
STRATEGIC ADVISERS LLC
April 24, 2009 - November 24, 2009
TD AMERITRADE, INC.
April 24, 2009 - November 24, 2009
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
April 21, 2009 - November 24, 2009
TD AMERITRADE, INC.
March 13, 2009 - April 14, 2009
MUTUAL SECURITIES, INC.
December 7, 2007 - November 12, 2008
STRATEGIC ADVISERS LLC
March 31, 2007 - February 13, 2009
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/9/2009)
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(12/21/2009)
(12/9/2009)
(1/3/2020)
(12/9/2009)
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(1/4/2019)
(1/4/2019)
(12/9/2009)
(1/4/2019)
(12/9/2009)
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(1/4/2019)
(12/9/2009)
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(12/9/2009)
(1/4/2019)
(12/9/2009)
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(12/9/2009)
Exams
FINRA
New York Stock Exchange
Current Firm
FIDELITY BROKERAGE SERVICES LLC
CRD#: 7784 / SEC#: , 8-23292
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIDELITY GLOBAL BROKERAGE GROUP, INC. | MEMBER | |
| BRANDNER, CLINT RYAN | CHIEF OPERATIONS OFFICER | 7209362 |
| CENATIEMPO, PHILIP J | HEAD OF STRATEGY, PLANNING & ADVICE | 4809405 |
| DYER, JANET MARIE | CO - CHIEF COMPLIANCE OFFICER | 3186352 |
| MAHNA, ROHIT | HEAD OF CLIENT GROWTH | 4078386 |
| MASCIALINO, ROBERT RAYMOND | PRESIDENT/CEO/DIRECTOR | 2078086 |
| MCLAUGHLIN, KEVIN MICHAEL | CHIEF FINANCIAL OFFICER | 5392417 |
| MERKEN, GAIL RACHEL | CHIEF COMPLIANCE OFFICER | 5546717 |
| PETERSON, PAUL DAVID | HEAD OF INVESTMENT ADVISOR GROUP | 2387115 |
| STURDY, CHARLES HANCOCK | SECRETARY AND GENERAL COUNSEL |
Disclosures
| Regulatory Event | 23 |
| Arbitration | 124 |
Red Flags
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