Jeffrey Oline

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

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

Organization	City	State	From	To
Wells Fargo Bank Na	Denver	CO	02/2013	01/2018
Wells Fargo Advisors Llc	Denver	CO	02/2013	11/2016
Wells Fargo Clearing Services, Llc	Denver	CO	11/2016	01/2018
Raymond James & Associates, Inc.	Denver	CO	01/2018	05/2019
Wells Fargo Bank, Na	Denver	CO	05/2019	08/2020
Wells Fargo Clearing Services, Llc	Denver	CO	05/2019	08/2020
Fidelity Brokerage Services	Denver	CO	08/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

2020-09-08 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO
2019-06-03 → 2020-08-19

Wells Fargo Clearing Services, Llc

Denver, CO

Denver, CO

Greenwood Village, CO
2018-01-29 → 2019-05-10

Raymond James & Associates, Inc.

Denver, CO
2016-04-22 → 2018-02-02

Wells Fargo Clearing Services, Llc

Denver, CO

Greenwood Village, CO

Denver, CO

Denver, CO

Littleton, CO

Aurora, CO

Parker, CO

Englewood, CO

Greenwood Village, CO

Centennial, CO
2011-04-05 → 2011-08-02

U.S. Bancorp Investments, Inc.

Lakewood, CO

Lakewood, CO

Littleton, CO
2009-07-20 → 2010-01-21

Edward Jones

St Louis, MO

Westminster, CO

Lakewood, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-05-19