Mickey Murdock Morton

Current Employers

Employment History

• 04/2014 → 10/2016
  Wells Fargo Advisors Llc
  Burlington, NC
• 11/2016 → 04/2017
  Bbtis
  Asheboro, NC
• 04/2017 → 12/2017
  Wells Fargo Clearing Services, Llc
  Durham, NC
• 12/2017 → 01/2018
  Bbtis
  Liberty, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Simpsonville, SC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Liberty, NC
• 03/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-03-02
  Bb&T Securities, Llc
  Thomasville, NC
  Raleigh, NC
  Charlotte, NC
  Liberty, NC
  Asheboro, NC
  Simpsonville, SC
  Richmond, VA
• 2017-12-05 → 2018-01-02
  Bb&T Investment Services, Inc.
  Raleigh, NC
  Charlotte, NC
  Liberty, NC
  Asheboro, NC
  Simpsonville, SC
• 2017-04-13 → 2017-12-13
  Wells Fargo Clearing Services, Llc
  Durham, NC
• 2016-11-01 → 2017-04-13
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Raleigh, NC
  Asheboro, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Liberty, NC
• 2014-04-15 → 2016-11-01
  Wells Fargo Clearing Services, Llc
  Burlington, NC
• 2008-03-13 → 2014-04-07
  Strategic Advisers Llc
  Durham, NC
  Durham, NC
  Cary, NC

Other Businesses

MORTON LEGACY INVESTMENTS, LLC POSITION: Managing Member NATURE: We are now looking to rent our vacation property. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: Topton NC, United States DESCRIPTION: Our duties will be minimal each month. We are responsible for maintenance and basic up-keep of the property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-18
• S63 Uniform Securities Agent State Law Examination
  1998-08-31

Designations