Matthew David Morris

Current Employers

Employment History

• 05/2002 → Present
  Gus Bates Company
  Fort Worth, TX
• 01/2007 → 02/2021
  Nft Securities, Inc.
  Fort Worth, TX
• 03/2021 → Present
  Lpl Financial, Llc
  Fort Worth, TX
• 03/2021 → Present
  Global Retirement Partners, Llc
  Fort Worth, TX

Previous Registrations

• 2019-05-14 → 2021-02-19
  Kestra Advisory Services, Llc
  Austin, TX
  Ft. Worth, TX

Other Businesses

1)09/2020 - REAL ESTATE RENTAL - SLAM FM, LLC - 0% - INVESTMENT RELATED - ALEDO, TX 76008 2)2008 - OTHER LLC - MORRIS VENTURES, LLC - 3% - NOT INVESTMENT RELATED - FORT WORTH, TX 76126 3)2020 - REAL ESTATE RENTAL - M&S ALEDO LLC - 1% - INVESTMENT RELATED - FORT WORTH, TX 76126 4)10/2020 - OTHER: ACCOMMODATION BROKER/DEALER - HUB INTERNATIONAL INVESTMENTS SERVICES - INVESTMENT RELATED - FORT WORTH, TX 76126 5)07/2020 - OUTSIDE/W-2 EMPLOYMENT - HUB INTERNATIONAL - 100% - INVESTMENT RELATED - FORT WORTH, TX 76107 6)07/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - GUS BATES INSURANCE & INVESTMENTS, A DIVISION OF HUB INTERNATIONAL TEXAS INC - INVESTMENT RELATED - FORT WORTH, TX 76107 7) 4/5/2021 - MORRIS AG HOLDINGS LLC - Not Investment Related - Home Based - Other Agriculture LLC - Started 2015 - 1 Hour Per Month During Securities Trading - Time Spent 1%. 8) 5/4/2021 - GLOBAL RETIREMENT PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 2/19/2020 - 16 Hours Per Month During/16 Hours Securities Trading - Time Spent 10% - I provide administrative support to GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity 02/2021. I expect to spend approximately 16 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. 9) 8/17/2021 - HUB International Texas, Inc. - DBA: HUB International Texas - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/27/2021 - 160 Hours Per Month During Securities Trading. 10) 03/16/2021 - FIRST FINANCIAL BANK N.A. - Not Investment Related - 1000 Forest Park Blvd #100, Fort Worth, TX 76110 - For-Profit Board Member - Advisory Board Member - Start Date: 05/2016 - 2 Hours Per Month/ 2 Hours During Securities Trading - Time Spent 3%. 11) 04/14/2023 - Aledo Volleyball Club, LLC - Not Investment Related - 425 S. FM 1187, Aledo, TX 76008 - Business Owner - Owner - Start Date 07/01/2022 - 2 Hours Per Month/ 0 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-30
• S63 Uniform Securities Agent State Law Examination
  2003-09-12

Other Names

• Matt David Morris