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GREGORY THOMAS MORGAN
GREG MORGAN, GREGORY MORGAN
CRD#: 6920210
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 TWO CONTRA WAY
MERRIMACK, NH 03054
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 TWO CONTRA WAY
MERRIMACK, NH 03054
Registration History
20192020202120222023202420252026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2021 - Present (3 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2019 - Present (5 years)
Disclosure(s)
View By:
1/11/2024
Financial
Pending
1/11/2024
Judgment / Lien
10/12/2023
Financial
Final
2/16/2023
Financial
Final
License(s)

State Registrations

B
Alabama 1/9/2020

B
Nebraska 1/9/2020

B
Alaska 1/9/2020

B
Nevada 1/9/2020

B
Arizona 1/9/2020

B
New Hampshire 12/20/2019

B
Arkansas 1/9/2020

IA
New Hampshire 11/19/2021

B
California 1/9/2020

B
New Jersey 1/9/2020

B
Colorado 1/9/2020

B
New Mexico 1/9/2020

B
Connecticut 1/9/2020

B
New York 1/9/2020

B
Delaware 1/9/2020

B
North Carolina 1/9/2020

B
District of Columbia 1/9/2020

B
North Dakota 1/9/2020

B
Florida 1/9/2020

B
Ohio 1/10/2020

B
Georgia 1/9/2020

B
Oklahoma 1/9/2020

B
Hawaii 1/9/2020

B
Oregon 1/9/2020

B
Idaho 1/9/2020

B
Pennsylvania 1/9/2020

B
Illinois 1/9/2020

B
Puerto Rico 1/6/2023

B
Indiana 1/9/2020

B
Rhode Island 1/9/2020

B
Iowa 1/9/2020

B
South Carolina 1/9/2020

B
Kansas 1/9/2020

B
South Dakota 1/9/2020

B
Kentucky 1/9/2020

B
Tennessee 1/9/2020

B
Louisiana 1/9/2020

B
Texas 1/9/2020

B
Maine 1/9/2020

IA
Texas 11/19/2021

B
Maryland 1/9/2020

B
Utah 1/9/2020

B
Massachusetts 1/9/2020

B
Vermont 1/9/2020

B
Michigan 1/9/2020

B
Virginia 1/9/2020

B
Minnesota 1/9/2020

B
Washington 1/9/2020

B
Mississippi 1/9/2020

B
West Virginia 1/9/2020

B
Missouri 1/9/2020

B
Wisconsin 1/9/2020

B
Montana 1/9/2020

B
Wyoming 1/9/2020

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
TWO CONTRA WAY, MERRIMACK, NH 03054
Registered with this firm since 11/19/2021

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
TWO CONTRA WAY, MERRIMACK, NH 03054
MERRIMACK, NH
Registered with this firm since 12/20/2019

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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.