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Who pays into Fidelity Brokerage Services LLC. Amounts are gifts and payments; loans, refunds, corrections and self-funding are left out.
Every transaction this entity is part of: gifts, payments, loans, refunds and corrections. A loan, a refund or a repayment is not a gift, and each row is labeled with what was filed, even when its source is a business.
Money in: $3.8k across 3 transactions. Every type counts here, loans, refunds and corrections included, so it can differ from the totals above.
| Date | Type | Counterparty | Amount |
|---|---|---|---|
| 2026-10-26 | Expenditure | DANA JAMES TRAVERSIE | $35 |
| 2026-06-30 | Expenditure | DANA JAMES TRAVERSIE | $3.7k |
| 2026-05-31 | Expenditure | DANA JAMES TRAVERSIE | $21 |