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MACKENZIE L O'CONNOR
MacKenzie O'Connor, MacKenzie Lynn OConnor
CRD#: 7793059
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 1800 CROCKER ROAD
WESTLAKE, OH 44145-6958
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 1800 CROCKER ROAD
WESTLAKE, OH 44145
Registration History
2023AprJulOct2024AprJulOct2025AprJulOct20262 FIRMS2024 - Present (<1 year)BNORTHCOAST RESEARCH PARTNERS, LLC (CRD# 149109)2023 - 2024 (<1 year)IANORTHCOAST RESEARCH PARTNERS, LLC (CRD# 149109)2024 - 2024 (<1 year)
License(s)

State Registrations

B
Arizona 1/4/2025

B
New York 1/4/2025

B
California 1/4/2025

B
North Carolina 1/4/2025

B
Colorado 1/4/2025

B
Ohio 5/3/2024

B
Connecticut 1/4/2025

IA
Ohio 5/8/2024

B
Florida 9/5/2024

B
Pennsylvania 9/5/2024

B
Illinois 1/4/2025

B
South Carolina 1/4/2025

B
Maine 1/4/2025

B
Tennessee 1/4/2025

B
Maryland 1/4/2025

B
Texas 1/4/2025

B
Michigan 9/5/2024

B
Vermont 1/4/2025

B
Nevada 1/4/2025

B
West Virginia 9/5/2024

B
New Jersey 1/4/2025

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)
1800 CROCKER ROAD, WESTLAKE, OH 44145-6958
Registered with this firm since 5/8/2024

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
1800 CROCKER ROAD, WESTLAKE, OH 44145
WESTLAKE, OH
Registered with this firm since 5/3/2024

Previous Registration(s)
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IA
02/15/2024 - 04/17/2024 NORTHCOAST RESEARCH PARTNERS, LLC (CRD#:149109) Cleveland, OH
B
11/30/2023 - 04/17/2024 NORTHCOAST RESEARCH PARTNERS, LLC (CRD#:149109) Cleveland, OH
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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.