Morris Gordon Nutt

Current Employers

Employment History

• 10/2002 → 10/2017
  Raymond James Financial Services, Inc
  Cordova, TN
• 11/2003 → Present
  Self Employed Insurance Sales Agent
  Germantown, TN
• 04/2004 → 06/2018
  Bni-Bus. Network Int.
  Cordova, TN
• 01/2009 → 10/2017
  Raymond James Financial Services Advisors, Inc
  Cordova, TN
• 07/2005 → Present
  Mid-South Commercial Properties
  Cordova, TN
• 05/2016 → Present
  Trinity Capital Management, Llc
  Germantown, TN
• 10/2017 → 06/2018
  Niagara International Capital Limited
  San Diego, CA
• 06/2018 → Present
  Kingswood Capital Partners, Llc
  Germantown, TN
• 10/2019 → 04/2023
  Kingswood Wealth Advisors, Llc
  San Diego, CA

Previous Registrations

• 2019-10-25 → 2023-04-04
  Kingswood Wealth Advisors, Llc
  Germantown, TN
  San Diego, CA
• 2009-01-02 → 2017-10-05
  Raymond James Financial Services Advisors, Inc
  Cordova, TN
• 2004-03-15 → 2009-01-02
  Raymond James Financial Services, Inc.
  Cordova, TN
  Cordova, TN

Other Businesses

1) MID-SOUTH COMMERCIAL PROPERTIES,INC - RENTAL PROPERTY COMPANY; CEO; 07/2005-PRESENT; CORDOVA,TN;;2 HRS WKLY;0 HRS DURING TRADING; NON- INVESTMENT RELATED. 2) SELF-EMPLOYED INSURANCE AGENT - INSURANCE SALES (ACTIVITY SENT TO IMO - TARKENTON FINANCIAL); AGENT;11/03-PRESENT; GERMANTOWN, TN; APPROXIMATELY 5 HOURS/MO SPENT ON ACTIVITY; APPROX. 5 HOURS/MO. SPENT DURING TRADING HOURS. NON-INVESTMENT RELATED. 3) CHALICE WEALTH PARTNERS - ADVISORY BOARD MEMBER; 03/2019-PRESENT; SAN DIEGO, CA; APPROX. 1 HOUR/MO TOTAL AND DURING TRADING HOURS; NON-INVESTMENT RELATED. 4) TRINITY CAPITAL MANAGEMENT, LLC (TCM) - RIA FIRM; CEO/CCO; 05/2016-PRESENT; GERMANTOWN, TN; APPROX. 160 HOURS/MO. WITH NEARLY ALL TRADING HOURS DEVOTED TO ACTIVITY; INVESTMENT-RELATED. 5) PRA AUDIO (AUDALITY) - PROVIDER OF AUDIO DEVICES; AGENT; 02/2020 - PRESENT; GERMANTOWN, TN; APPROX. 5 HOURS/MO. INCLUDING 5 HOURS/MO. DURING TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-08-12

Other Names

• Morris Nutt