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Sandeva O'BRyan Morris

Sandy Morris Financial & Estate Planning Services, LLC

Tampa, FL

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Current Employers
Sandy Morris Financial & Estate Planning Services, Llc

10015 Gallant Lane, Tampa, FL 33625 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-01-05
  • FL RA
    APPROVED
    Since 2016-01-05

Branch Locations

10015 Gallant Lane, Tampa, FL 33625 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Global Financial Private Capital Sarasota FL 02/2011 Present
Sandy Morris Financial Llc Tampa FL 01/2011 Present
Sandy Morris Financial & Estate Planning Services, Llc Tampa FL 05/2015 Present
Previous Registrations
  • 2011-04-13 → 2017-01-18
    Global Financial Private Capital, Inc.
    Tampa, FL
    Sarasota, FL
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-01-19
  • S65 Uniform Investment Adviser Law Examination
    2011-01-19
Other Names
  • Sandy O'BRyan Morris
  • Sandy O'BRyan Morris
  • Sandy O'BRyan Verdi
  • Sandy O'BRyan Verdi

View on SEC IAPD

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