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TY ZACHARY RAFN
CRD#: 7705791
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 11721 N PORT WASHINGTON RD
STE 100
MEQUON, WI 53092-3419
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 11721 N PORT WASHINGTON RD
STE 100
MEQUON, WI 53092
Registration History
Oct2023AprJulOct2024AprJulOct2025AprJulOct20262 FIRMS2023 - Present (1 year)
License(s)

State Registrations

B
Arizona 7/27/2023

B
Missouri 7/27/2023

B
California 7/27/2023

B
New Jersey 7/27/2023

B
Colorado 7/27/2023

B
New York 7/27/2023

B
Connecticut 7/27/2023

B
North Carolina 7/27/2023

B
Florida 7/27/2023

B
Ohio 7/28/2023

B
Georgia 7/27/2023

B
Pennsylvania 7/27/2023

B
Illinois 7/27/2023

B
Texas 7/27/2023

B
Indiana 7/27/2023

IA
Texas 8/30/2023

B
Maryland 7/27/2023

B
Virginia 7/27/2023

B
Massachusetts 7/27/2023

B
Washington 7/27/2023

B
Michigan 7/27/2023

B
Wisconsin 7/26/2023

B
Minnesota 7/27/2023

IA
Wisconsin 8/2/2023

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)
11721 N PORT WASHINGTON RD STE 100, MEQUON, WI 53092-3419
Registered with this firm since 8/2/2023

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
11721 N PORT WASHINGTON RD STE 100, MEQUON, WI 53092
MEQUON, WI
Registered with this firm since 6/26/2023

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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.