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Brian Derek Morgan

Landing Point Financial Group

Avon, OH

Elyria, OH

CRD 4522615

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Employer firm

Landing Point Financial Group CRD 312978

$381M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Landing Point Financial Group

36901 American Way Suite 7, Avon, OH 44011 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-28
  • OH RA
    APPROVED
    Since 2025-07-28

Branch Locations

36901 American Way Suite 7, Avon, OH 44011 • United States

258 Abbe Rd N, Elyria, OH 44035 • 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
Apex Investment Management, Llc Elyria OH 04/2000 Present
Landing Point Financial Group Avon OH 07/2025 Present
Previous Registrations
  • 2000-05-26 → 2025-10-08
    Apex Wealth Management, Llc
    Elyria, OH

View on SEC IAPD

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STRATOS WEALTH PARTNERS, LTD · Avon, OH
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