Gary Joseph Surian

Current Employers

Employment History

• 03/2017 → 10/2020
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 04/2016 → 02/2017
  Konica Minolta
  Jacksonville, FL
• 11/2020 → 01/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Apex, NC
• 01/2021 → 01/2026
  Bank Of America, N.A.
  Apex, NC
• 01/2026 → Present
  Wells Fargo Clearing Services, Llc (
  Fort Worth, TX

Previous Registrations

• 2020-12-16 → 2026-02-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wichita, KS
  Dallas, TX
  Greensboro, NC
  Apex, NC
  High Point, NC
  High Point, NC
  Winston Salem, NC
  High Point, NC
  Winston Salem, NC
  High Point, NC
  Winston Salem, NC
  High Point, NC
  Winston Salem, NC
  Dallas, TX
  Fort Worth, TX
• 2018-10-30 → 2020-10-23
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Other Businesses

I*10552 For profit or not for profit: Name of outside business organization: Gary Surian Investment related: Address of business: Clemmons, North Carolina 27012 Nature of business: , Position, title, association: , Start date of relationship: 4/1/2021 Number of hours devoted: 3 hour(s) Number of hours devoted during trading hours: 0 Duties: RENTAL PROPERTY - 5009 ; INV RELATED;CLEMMONS,NC; FAMILY VACATION;50% OWNERSHIP; START DATE: 01/20/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2018-08-13
• S63 Uniform Securities Agent State Law Examination
  2017-04-19

Other Names

• Gary Joseph Surian
• Gary Surian
• Gary Joseph Surian