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B. Wistar Morris

Brown Advisory

Charlottesville, VA

Norfolk, VA

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Current Employers
Brown Advisory

101 W. Main Street Suite 700, Norfolk, VA 23510-1676 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2019-06-05
  • VA RA
    APPROVED
    Since 2019-06-05

Branch Locations

410 East Water Street Suite 500, Charlottesville, VA 22902 • United States

101 W. Main Street Suite 700, Norfolk, VA 23510-1676 • 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
Signature Financial Management, Inc. Norfolk VA 12/2007 Present
Brown Advisory Baltimore MD 11/2018 Present
  • 12/2007 → Present
    Signature Financial Management, Inc.
    Norfolk, VA
  • 11/2018 → Present
    Brown Advisory
    Baltimore, MD
Previous Registrations
  • 2018-12-31 → 2019-06-06
    Brown Advisory
    Charlottesville, VA
    Baltimore, MD
  • 2008-02-11 → 2018-12-31
    Brown Advisory
    Norfolk, VA
    Charlottesville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-08
  • S65 Uniform Investment Adviser Law Examination
    2008-02-08
Other Names
  • B. Wistar Morris, Iii

View on SEC IAPD

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