Inactive

Lisa Marie Morgan

Amara Financial, LLC

San Francisco, CA

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Current Employers

Amara Financial, Llc

580 California Street 12Th Floor, San Francisco, CA 94104 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-05-28

MA RA
APPROVED

Since 2026-05-28

Branch Locations

580 California Street 12Th Floor, San Francisco, CA 94104 • United States

Groveland, MA • 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

Organization	City	State	From	To
Amara Financial Llc	San Francisco	CA	05/2026	Present
Newday Solutions, Llc	Hampton	NH	01/2016	12/2016
Janney Montgomery Scott Llc	Danvers	MA	12/2016	07/2022
Janney Montgomery Scott Llc	Danvers	MA	01/2024	01/2024
Remote Advisor Resources	Dallas	TX	10/2022	03/2023
Unemployed	Danvers	MA	03/2023	05/2023
Cherrydale Wealth Management	Hoboken	NJ	05/2023	06/2023
Unemployed	Danvers	MA	06/2023	01/2024
Janney Montgomery Scott Llc	Danvers	MA	01/2024	01/2025
Rw Baird	Danvers	MA	01/2025	04/2026

05/2026 → Present

Amara Financial Llc

San Francisco, CA
01/2016 → 12/2016

Newday Solutions, Llc

Hampton, NH
12/2016 → 07/2022

Janney Montgomery Scott Llc

Danvers, MA
01/2024 → 01/2024

Janney Montgomery Scott Llc

Danvers, MA
10/2022 → 03/2023

Remote Advisor Resources

Dallas, TX
03/2023 → 05/2023

Unemployed

Danvers, MA
05/2023 → 06/2023

Cherrydale Wealth Management

Hoboken, NJ
06/2023 → 01/2024

Unemployed

Danvers, MA
01/2024 → 01/2025

Janney Montgomery Scott Llc

Danvers, MA
01/2025 → 04/2026

Rw Baird

Danvers, MA

Previous Registrations

2025-01-07 → 2026-05-05

Robert W. Baird & Co. Incorporated

Groveland, MA

Danvers, MA
2024-01-10 → 2025-01-23

Janney Montgomery Scott Llc

Danvers, MA
2016-12-02 → 2022-08-08

Janney Montgomery Scott Llc

Danvers, MA
2016-01-09 → 2016-11-25

Newday Solutions, Llc

Hampton, NH
2014-11-12 → 2016-01-20

Ameriprise Financial Services, Llc

Hampton, NH
2011-01-25 → 2013-01-30

Ameriprise Financial Services, Llc

Hampton, NH
2004-11-24 → 2011-01-24

Ameriprise Financial Services, Llc

Hampton, NH

Hampton, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-11-25

S66 Uniform Combined State Law Examination

2002-11-25

Designations

Other Names

Lisa Marie Morgan

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC

DIVISAR CAPITAL MANAGEMENT, LLC

CHARLES SCHWAB & CO., INC.

1SHARPE CAPITAL LLC

RBC SECURITIES, INC

STRATEGIC ADVISERS LLC

VALEAS CAPITAL PARTNERS

ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL

JOHN HUGH MCDEVITT

JOSEPH WADE PITTS

MARK ALLAN ANDERSON

RALPH MELVILLE DRYBROUGH

PAUL ROBERT TOUCHSTONE

Jacob David Mahoney

ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA

DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA

CHARLES SCHWAB & CO., INC. · San Francisco, CA

1SHARPE CAPITAL LLC · SAN FRANCISCO, CA

RBC SECURITIES, INC · SAN FRANCISCO, CA

STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA

VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA

ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

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