Derek Neal West

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

Current Registrations

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

Branch Locations

Ponte Vedra Beach, FL • United States

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

Organization	City	State	From	To
Fidelity Investments	Jacksonville	FL	07/2022	Present
Helzberg Diamonds	Kansas City	MO	03/2021	06/2022
Harvester's Food Bank (Through Umkc Bloch School Of Management )	Kansas City	MO	04/2020	12/2020
Unemployed - Full Time Grad School Student 2019 - 2022	Kansas City	MO	09/2019	04/2020
Nbh Bank (Dba Bank Midwest)	Kansas City	MO	12/2018	08/2019
Inside Ventures	Overland Park	KS	09/2018	12/2018
Land Home Financial Services, Inc.	Kansas City	MO	06/2017	08/2018
Churchill Mortgage Corporation	Kansas City	MO	04/2014	06/2017
University Of Missouri-Kansas City, Bloch School Of Management	Kansas City	MO	08/2019	05/2022
Fidelity Investments	Boston	MA	03/2025	Present

07/2022 → Present

Fidelity Investments

Jacksonville, FL
03/2021 → 06/2022

Helzberg Diamonds

Kansas City, MO
04/2020 → 12/2020

Harvester's Food Bank (Through Umkc Bloch School Of Management )

Kansas City, MO
09/2019 → 04/2020

Unemployed - Full Time Grad School Student 2019 - 2022

Kansas City, MO
12/2018 → 08/2019

Nbh Bank (Dba Bank Midwest)

Kansas City, MO
09/2018 → 12/2018

Inside Ventures

Overland Park, KS
06/2017 → 08/2018

Land Home Financial Services, Inc.

Kansas City, MO
04/2014 → 06/2017

Churchill Mortgage Corporation

Kansas City, MO
08/2019 → 05/2022

University Of Missouri-Kansas City, Bloch School Of Management

Kansas City, MO
03/2025 → Present

Fidelity Investments

Boston, MA

2024-01-22 → 2025-03-31

Fidelity Personal And Workplace Advisors

Jacksonville, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-12
S63	Uniform Securities Agent State Law Examination	2023-02-21

Other Firms