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Shuron Morton

United Brokerage Services, Inc

Duluth, GA

Fredericksburg, VA

Raleigh, NC

Washington, DC

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Current Employers
United Brokerage Services, Inc

514 Market Street, Parkersburg, WV 26101 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-02-17
DC RA APPROVED 2026-02-13
WV RA APPROVED 2026-01-29
GA RA APPROVED 2025-05-05
CA RA APPROVED 2025-02-27
MD RA APPROVED 2024-07-25
  • VA RA
    APPROVED
    Since 2026-02-17
  • DC RA
    APPROVED
    Since 2026-02-13
  • WV RA
    APPROVED
    Since 2026-01-29
  • GA RA
    APPROVED
    Since 2025-05-05
  • CA RA
    APPROVED
    Since 2025-02-27
  • MD RA
    APPROVED
    Since 2024-07-25

Branch Locations

3112 Main St Suite #100, Duluth, GA 30096 • United States

10800 A Courthouse Road, Fredericksburg, VA 22408 • United States

4800 Six Forks Road, Raleigh, NC 27609 • United States

1100 Connecticut Ave, Washington, DC 20036 • 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
Capital One Investing, Llc Elkridge MD 06/2015 04/2018
Capital One Advisors, Llc Elkridge MD 06/2015 04/2018
Pnc Investments Pittsburgh PA 04/2018 07/2024
United Brokerage Services Inc. Washington DC 07/2024 Present
  • 06/2015 → 04/2018
    Capital One Investing, Llc
    Elkridge, MD
  • 06/2015 → 04/2018
    Capital One Advisors, Llc
    Elkridge, MD
  • 04/2018 → 07/2024
    Pnc Investments
    Pittsburgh, PA
  • 07/2024 → Present
    United Brokerage Services Inc.
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-07-14
S63 Uniform Securities Agent State Law Examination 1998-07-03
  • S65 Uniform Investment Adviser Law Examination
    2005-07-14
  • S63 Uniform Securities Agent State Law Examination
    1998-07-03
Other Names
  • Shuron Alexander Morton
  • Shuron A Morton

View on SEC IAPD

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CHERRY XIANGCHAN MOSIENKO
ANDREW DENNIS PERLMAN
HARSH B JAYASWAL
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Bobbi Johnson
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Other Offices

MORGAN STANLEY · Duluth, GA
LEGACY PARTNER GROUP · DULUTH, GA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DULUTH, GA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DULUTH, GA
PFS INVESTMENTS INC. · DULUTH, GA
LIFEWATER WEALTH MANAGEMENT · DULUTH, GA
AMERIPRISE FINANCIAL SERVICES, LLC · DULUTH, GA
VALIC FINANCIAL ADVISORS, INC. · DULUTH, GA

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