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258 Main Street, Medfield, MA 02052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-02-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morton Wealth Advisors Inc. | Boston | MA | 12/2006 | 01/2018 |
| Iqvestments, Llc | Welsey | MA | 06/2012 | 10/2022 |
| Oliver Investments Llc | Welsey | MA | 02/2017 | Present |
| Hyde Park Consultants, Llc | Welsey | MA | 10/2018 | Present |
| Katama Securities Llc | Alpharetta | GA | 03/2025 | Present |
Hyde Park Consulting LLC. Not an investment related business. 258 Main Street, Medfield MA 02052, Hyde Park Consulting LLC is a business consulting firm. Principal started 06/2018. Mr. Morton devotes approximately 150 hours per month with 3 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-01 |
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