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Nathaniel Adam Morris

Financial Life Advisors

San Antonio, TX

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Current Employers
Financial Life Advisors

2338 N Loop 1604 W Ste 311, San Antonio, TX 78248 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-29
  • TX RA
    APPROVED
    Since 2020-04-29

Branch Locations

2338 N Loop 1604 W Ste 311, San Antonio, TX 78248 • 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
Girard Securities, Inc. San Diego CA 07/2012 11/2017
Christian Investment Advisors New Braunfels TX 10/2012 04/2017
Christian Investment Advisors, Inc. New Braunfels TX 04/2017 04/2020
Cetera Advisor Networks Llc El Segundo CA 11/2017 08/2019
Financial Life Advisors San Antonio TX 04/2020 Present
  • 07/2012 → 11/2017
    Girard Securities, Inc.
    San Diego, CA
  • 10/2012 → 04/2017
    Christian Investment Advisors
    New Braunfels, TX
  • 04/2017 → 04/2020
    Christian Investment Advisors, Inc.
    New Braunfels, TX
  • 11/2017 → 08/2019
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 04/2020 → Present
    Financial Life Advisors
    San Antonio, TX
Previous Registrations
  • 2012-12-21 → 2020-04-30
    Christian Financial Advisors
    New Braunfels, TX
  • 2012-07-23 → 2013-04-11
    Legacy Wealth Counselors
    New Braunfels, TX
  • 2012-10-09 → 2012-12-10
    Girard Securities, Inc.
    New Braunfels, TX
    San Diego, CA
  • 2011-03-04 → 2012-07-09
    Next Financial Group, Inc.
    New Braunfels, TX
    New Braunfels, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-01
S63 Uniform Securities Agent State Law Examination 2003-12-10
  • S66 Uniform Combined State Law Examination
    2011-03-01
  • S63 Uniform Securities Agent State Law Examination
    2003-12-10
Other Names
  • Nate Morris

View on SEC IAPD

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