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Irvin Lionel Morris

I.L. "Lonnie" Morris, Cpa

Plano, TX

CRD 4492937

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Employer firm

I.l. "Lonnie" Morris, Cpa CRD 118578

Reported services (Item 5G)

  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
I.L. "Lonnie" Morris, Cpa

Plano, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-10-01
  • TX RA
    APPROVED
    Since 2014-10-01

Branch Locations

Plano, TX • 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
I L "Lonnie" Morris, Cpa & Company Plano TX 10/1985 Present
  • 10/1985 → Present
    I L "Lonnie" Morris, Cpa & Company
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-11-13
  • S65 Uniform Investment Adviser Law Examination
    2001-11-13

View on SEC IAPD

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