Isaiah Montgomery

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

Current Registrations

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

Branch Locations

Troy, MI • United States

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

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Pleasant Ridge	MI	05/2016	08/2018
Td Ameritrade	Birmingham	MI	08/2018	04/2022
Fidelity Investments	Troy	MI	07/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

2022-09-23 → 2025-03-31

Fidelity Personal And Workplace Advisors

Troy, MI
2022-01-26 → 2022-05-31

Charles Schwab & Co., Inc.

Birmingham, MI
2018-09-04 → 2022-05-31

Td Ameritrade, Inc.

Birmingham, MI
2018-09-04 → 2022-05-31

Td Ameritrade Investment Management, Llc

Birmingham, MI
2016-05-31 → 2018-08-28

Ameriprise Financial Services, Llc

Pleasant Ridge, MI
2011-11-09 → 2016-03-04

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Warren, MI

Auburn Hills, MI

Sterling Heights, MI

Warren, MI

Warren, MI

Shelby Township, MI
2010-11-23 → 2011-08-19

Morgan Stanley

Bloomfield Hills, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-11-19