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Current Employers
Morling Financial Advisors, Llc

39355 California Street Suite 201A, Fremont, CA 94538-1447 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-17
  • CA RA
    APPROVED
    Since 2025-12-17

Branch Locations

39355 California Street Suite 201A, Fremont, CA 94538-1447 • United States

Mill Valley, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morling & Company San Francisco CA 12/1985 Present
Morling Financial Advisors, Llc Fremont CA 12/1999 Present
Systems Integration Solutions Walnut Creek CA 01/2008 Present
Commerce Solutions Inc. San Francisco CA 06/1997 Present
  • 12/1985 → Present
    Morling & Company
    San Francisco, CA
  • 12/1999 → Present
    Fremont, CA
  • 01/2008 → Present
    Systems Integration Solutions
    Walnut Creek, CA
  • 06/1997 → Present
    Commerce Solutions Inc.
    San Francisco, CA
Other Businesses

(1) MORLING & COMPANY - ACCOUNTING AND FINANCIAL SERVICES FIRM (NOT INVESTMENT RELATED - CONSULTING AND INCOME TAX PREPARATION) 7049 Redwood Blvd Suite 205, Novato, CA 94945. MY POSITION IS PRINCIPAL AND PRESIDENT. I STARTED THE COMPANY IN 1985. 50% OF MY TIME IS DEVOTED TO THIS BUSINESS, 80 HOURS PER MONTH (40 HOURS DURING TRADING HOURS). (2) SYSTEMS INTEGRATION SOLUTIONS, INC., NON INVESTMENT-RELATED, 1255 TREAT BLVD, WALNUT CREEK, CA 94597, (IT STAFFING AND RECRUITING), CEO, AS OF JANUARY 2008, (60 HOURS PER MONTH) (20 HOURS DURING TRADING HOURS). (3) COMMERCE SOLUTIONS INC. NON INVESTMENT-RELATED. (44 MONTGOMERY STREET, SUITE 1900, SAN FRANCISCO, CA 94104) (IT INTEGRATION AND SECURITY SOLUTIONS), CO-MANAGING PARTNER, START DATE JUNE 1997, (20 HOURS PER MONTH), (8 HOURS DURING TRADING HOURS). (4) ART BY AIKO., NON INVESTMENT-RELATED, (GATE 480, ROAD 5, SUITE 232, SAUSOLITO, CA, 94965) (SCULPTURE FINE ART), GENERAL PARTNER, FINANCE PARTNER, START DATE JULY 2008, (ZERO HOURS PER MONTH). (5) WASHINGTON LABORATORIES., NON-INVESTMENT RELATED, (313 PARK AVE, SUITE 300, FALLS CHURCH, VA, 22046) (EMC TESTING AND PRODUCT CERTIFICATION), DIRECTOR, BOARD MEMBER, START DATE MAY 1999, (ZERO HOURS PER MONTH).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-02-17
  • S65 Uniform Investment Adviser Law Examination
    2007-02-17
Other Names
  • Peter Ling

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