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Leslie Dinga Morse

Cary Street Partners

Charlotte, NC

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Current Employers
Cary Street Partners

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-08-04
VA RA APPROVED 2021-08-04
  • NC RA
    APPROVED
    Since 2021-08-04
  • VA RA
    APPROVED
    Since 2021-08-04

Branch Locations

2820 Selwyn Avenue Suite 525, Charlotte, NC 28209 • 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
Cary Street Partners Llc Charlotte NC 08/2014 Present
  • 08/2014 → Present
    Cary Street Partners Llc
    Charlotte, NC
Previous Registrations
  • 2009-05-20 → 2014-08-20
    Amb Wealth, Llc
    Thomasville, GA
  • 2008-03-04 → 2008-09-22
    Lpl Financial Llc
    Delray Beach, FL
    Cape Coral, FL
  • 2005-06-28 → 2008-03-04
    Ifmg Securities, Inc.
    Lauderdale-By-The-Sea, FL
    Deerfield Beach, FL
    Delray Beach, FL
    Naples, FL
    Naples, FL
    Ft. Myers, FL
    Naples, FL
    Port Charlotte, FL
    Bradenton, FL
  • 1996-12-13 → 2005-06-16
    Truist Investment Services, Inc.
    Fort Lauderdale , FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-02
S65 Uniform Investment Adviser Law Examination 1999-12-30
S63 Uniform Securities Agent State Law Examination 1997-03-07
  • S66 Uniform Combined State Law Examination
    2021-08-02
  • S65 Uniform Investment Adviser Law Examination
    1999-12-30
  • S63 Uniform Securities Agent State Law Examination
    1997-03-07

View on SEC IAPD

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