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449B Main Street, Oley, PA 19547 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2022-03-23 |
| PA | RA | APPROVED | 2005-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boyertown School District | Boyertown | PA | 03/1992 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2006 | Present |
| Morgan Financial Incorporated | Oley | PA | 01/2005 | Present |
1) MORGAN FINANCIAL, INC., 449 B Main Street, Oley, PA 19547. BEGAN 4/22/07 AS PRESIDENT/ADVISORY REP OF A RIA. DEVOTES 35 HRS/WK WITH 30 HRS/WK DURING TRADING HOURS. 2) NORTHEAST BROKERAGE, FLEETWOOD, PA, 03/2019. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-1/WK-1/TRADING. 3) LAZY B BAR AND CAFE, 135 MAIN STREET, AUGUSTO, MT, LLC MEMBER, 03/23/20, NIR, 15/WK- 1/TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-13 |
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