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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-13
  • NC RA
    APPROVED
    Since 2026-01-13

Branch Locations

1 Glenwood Ave 8Th Floor, Raleigh, NC 27603 • 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
Armor Investment Advisers Raleigh NC 06/2021 11/2024
Investors Trust Company Chapel Hill NC 10/2017 06/2021
Pnc Wealth Management Raleigh NC 05/2014 10/2017
Skema Business School Raleigh NC 01/2024 Present
First Horizon Advisors Raleigh NC 09/2025 Present
Lpl Financial Llc Raleigh NC 10/2025 Present
  • 06/2021 → 11/2024
    Armor Investment Advisers
    Raleigh, NC
  • 10/2017 → 06/2021
    Investors Trust Company
    Chapel Hill, NC
  • 05/2014 → 10/2017
    Pnc Wealth Management
    Raleigh, NC
  • 01/2024 → Present
    Skema Business School
    Raleigh, NC
  • 09/2025 → Present
    First Horizon Advisors
    Raleigh, NC
  • 10/2025 → Present
    Raleigh, NC
Previous Registrations
Other Businesses

1. 11/05/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors / Inv Related/ At Reported Business Location (s) 2. 11/05/2025 / Skema Business School / Teacher/ Teaching/ Not Inv Related/ 2 Hours Per Month / Raleigh NC / 01/15/2024

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-12
  • S66 Uniform Combined State Law Examination
    2026-01-12
Designations
Other Names
  • Adam John Morgan

View on SEC IAPD

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