Gregg Shepard Sherman

Current Employers

Employment History

• 07/2013 → 02/2019
  U.S. Bancorp Investments, Inc.
  Laguna Niguel, CA
• 02/2019 → Present
  Fidelity Brokerage Services Llc
  Brea, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-03-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Brea, CA
• 2013-07-02 → 2019-02-28
  U.S. Bancorp Investments, Inc.
  Rancho Cucamonga, CA
  Rancho Cucamonga, CA
  Dana Point, CA
  Mission Viejo, CA
  Rancho Santa Margarita, CA
  San Clemente, CA
  San Clemente, CA
  Lake Forest, CA
  Lake Forest, CA
  Lake Forest, CA
  Ladera Ranch, CA
  Laguna Beach, CA
  Laguna Niguel, CA
  Laguna Niguel, CA
• 2011-01-03 → 2013-06-25
  Wells Fargo Clearing Services, Llc
  Ladera Ranch, CA
  Irvine, CA
  Irvine, CA
• 2008-05-23 → 2011-01-03
  Wells Fargo Investments, Llc
  Newport Beach, CA
  San Clemente, CA
  Newport Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2008-05-22