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MORGAN MARSHALL
CRD#: 7509059
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 851 EAST HAMILTON AVE., STE 100
CAMPBELL, CA 95008
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 851 EAST HAMILTON AVE., STE 100
CAMPBELL, CA 95008
Registration History
JulOct2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct2026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2023 - Present (1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2022 - Present (2 years)
License(s)

State Registrations

B
Arizona 1/6/2024

B
Montana 1/6/2024

B
Arkansas 1/6/2024

B
Nebraska 1/6/2024

B
California 8/29/2022

B
Nevada 1/6/2024

IA
California 4/6/2023

B
New Jersey 1/6/2024

B
Colorado 1/6/2024

B
New Mexico 1/6/2024

B
Connecticut 1/6/2024

B
New York 1/6/2024

B
Delaware 1/6/2024

B
North Carolina 1/6/2024

B
District of Columbia 1/6/2024

B
Ohio 1/6/2024

B
Florida 1/6/2024

B
Oklahoma 1/6/2024

B
Georgia 1/6/2024

B
Oregon 1/6/2024

B
Hawaii 1/6/2024

B
Pennsylvania 1/6/2024

B
Idaho 1/6/2024

B
South Carolina 1/6/2024

B
Illinois 1/6/2024

B
Tennessee 1/6/2024

B
Indiana 1/6/2024

B
Texas 1/6/2024

B
Iowa 1/6/2024

IA
Texas 3/1/2024

B
Kansas 1/6/2024

B
Utah 1/6/2024

B
Louisiana 1/6/2024

B
Vermont 1/6/2024

B
Massachusetts 1/6/2024

B
Virginia 1/6/2024

B
Michigan 1/6/2024

B
Washington 1/6/2024

B
Mississippi 1/6/2024

B
Wyoming 1/6/2024

B
Missouri 1/6/2024

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)
851 EAST HAMILTON AVE., STE 100, CAMPBELL, CA 95008
Registered with this firm since 4/6/2023

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
851 EAST HAMILTON AVE., STE 100, CAMPBELL, CA 95008
SAN JOSE, CA
Registered with this firm since 6/3/2022

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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.