Gregory Morse

Current Employers

Employment History

• 01/2015 → 11/2024
  Wells Fargo Advisors
  Beverly Hills, CA
• 11/2024 → Present
  Lpl Financial, Llc
  Los Angeles, CA
• 11/2024 → Present
  Perennial Financial Services
  Los Angeles, CA

Previous Registrations

• 2015-01-22 → 2024-11-18
  Wells Fargo Clearing Services, Llc
  Beverly Hills, CA
  Pacific Palisades, CA
• 1997-12-15 → 2015-01-26
  Ameriprise Financial Services, Llc
  Los Angeles, CA

Other Businesses

1) 09/2024 - Perennial Financial Services / DBA for LPL Business (entity for LPL business) / Inv. Related / Los Angeles, CA 90025 / Start date 11/11/2024 - 130 Hrs per month - 100% Time Spent 2) 09/2024 - Perennial Legacy Insurance Solutions / Non-Variable Insurance / Inv. Related / Los Angeles, CA 90025 / Start date 11/11/2024 - 6 Hrs per month - 5% Time Spent 3) 09/2024 - Income Properties / owner / Real Estate Rental / Inv. Related / Pacific Palisades, CA 90272 / Start date 08/01/2010 - 2 Hrs per month - 2% Time Spent 4) 09/2024 - Caladan Inc, dba 17Five Tires / Owner / Business Owner / non Inv. Related / Carson, CA 90745 / Start date 08/01/2019 - 40 Hrs per month - 5% Time Spent 5) 09/2024 - Black Bear Condo Rental / owner / Real Estate Rental / Inv. Related / Park City, UT 84060 / Start date 05/01/2005 - 6) 11/19/2024 - Perennial Investment Advisors, LLC - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/11/2024 - 130 Hours per Month/ 6.5 Hours During Trading - I provide investment advisory services through Perennial Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in 11/2024. I expect to spend approximately 130 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-10
• S63 Uniform Securities Agent State Law Examination
  1997-08-18

Designations

Other Names

• Gregory M Morse
• Gregory Marvene Morse