Thomas J Morgan

Current Employers

Massey Morgan Wealth Management, Llc

Medford, NJ • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2022-12-14
NJ	RA	APPROVED	2012-03-07

PA RA
APPROVED

Since 2022-12-14
NJ RA
APPROVED

Since 2012-03-07

Branch Locations

Medford, NJ • 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 No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Massey Morgan Financial Solutions, Llc	Shamong	NJ	04/2002	Present
Massey Morgan Wealth Management, Llc	Shamong	NJ	01/2012	Present
Massey Morgan Retirement Solutions, Inc.	Medford	NJ	01/2012	12/2018

04/2002 → Present

Massey Morgan Financial Solutions, Llc

Shamong, NJ
01/2012 → Present

Massey Morgan Wealth Management, Llc

Shamong, NJ
01/2012 → 12/2018

Massey Morgan Retirement Solutions, Inc.

Medford, NJ

Previous Registrations

2009-05-28 → 2012-02-29

American Investment Services

Medford, NJ

Other Businesses

MASSEY MORGAN FINANCIAL SOLUTIONS, LLC, 520 STOKES RD SUITE A-1, MEDFORD, NJ THOMAS J MORGAN IS OWNER & PARTNER OF COMPANY. HE SPENDS APPROX 2% OF HIS TIME IN THIS BUSINESS. ALTHOUGH MR. MORGAN IS AN INSURANCE LICENSED AGENT, HE DOES NOT PERSONALLY ACTIVELY SOLICIT INSURANCE/ANNUITY BUSINESS. MR. MORGAN'S PARTNER IS RESPONSIBLE FOR THE INSURANCE,ANNUITY & LTC BUSINESS GENERATED BY THE COMPANY.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-05-23
S63	Uniform Securities Agent State Law Examination	2004-07-07

S65 Uniform Investment Adviser Law Examination

2009-05-23
S63 Uniform Securities Agent State Law Examination

2004-07-07

Other Names

Thomas J. Morgan
Tom Morgan

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