Mitchell W Gatewood

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Suntrust Investment Services, Inc	Atlanta	GA	07/2016	11/2017
First Citizens Investor Services	Raleigh	NC	11/2017	07/2020
Edward Jones	St Louis	MO	06/2020	06/2021
Wells Fargo, Clearing Services, Llc	Charlotte	NC	07/2021	02/2022
Wells Fargo Bank, N.A.	Charlotte	NC	07/2021	02/2022
Fidelity Investments	Jacksonville	FL	03/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

2022-05-31 → 2025-03-31

Fidelity Personal And Workplace Advisors

Charlotte, NC
2021-09-10 → 2022-03-02

Wells Fargo Clearing Services, Llc

Charlotte, NC

Charlotte, NC
2020-07-06 → 2021-06-04

Edward Jones

Charlotte, NC

Indian Trail, NC
2017-11-17 → 2020-07-06

First Citizens Investor Services, Inc.

Charlotte, NC

Raleigh, NC
2016-11-16 → 2017-11-20

Truist Advisory Services, Inc.

Charlotte, NC

Charlotte, NC

Matthewa, NC

Charlotte, NC

Indian Trail, NC

Waxhaw, NC

Matthews, NC

Charlotte, NC
2016-11-16 → 2016-12-31

Truist Investment Services, Inc.

Charlotte, NC

Matthews, NC

Charlotte, NC

Charlotte, NC

Waxhaw, NC

Matthews, NC

Indian Trail, NC

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-10-19
S63	Uniform Securities Agent State Law Examination	2012-09-27