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Morgan Holton Smith

Worthpointe

Ramona, CA

Coronado, CA

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Current Employers
Worthpointe

Ramona, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-10-02
CA RA APPROVED 2010-08-23
  • TX RA
    APPROVED
    Since 2014-10-02
  • CA RA
    APPROVED
    Since 2010-08-23

Branch Locations

Ramona, CA • United States

Coronado, CA • 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
Trovena, Llc. San Diego CA 02/2010 Present
Worthpointe, Llc San Diego CA 09/2013 Present
Constitution Wealth Llc La Jolla CA 03/2022 12/2025
  • 02/2010 → Present
    Trovena, Llc.
    San Diego, CA
  • 09/2013 → Present
    Worthpointe, Llc
    San Diego, CA
  • 03/2022 → 12/2025
    Constitution Wealth Llc
    La Jolla, CA
Previous Registrations
  • 2022-04-12 → 2025-12-31
    Constitution Wealth Llc
    Ramona, CA
    La Jolla, CA
    Coronado, CA
  • 2010-03-04 → 2013-12-31
    Trovena, Llc.
    San Diego, CA
  • 2007-10-10 → 2010-02-19
    Exencial Wealth Advisors
    San Diego, CA
  • 2005-06-02 → 2007-09-11
    Miller/Russell & Associates, Inc.
    San Diego, CA
  • 2004-08-17 → 2005-06-03
    Banc Of America Investment Services, Inc.
    San Diego, CA
  • 2003-02-24 → 2004-07-26
    Ameriprise Financial Services, Llc
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-02-21
  • S66 Uniform Combined State Law Examination
    2003-02-21
Designations

View on SEC IAPD

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