Casey Lynn Morris

Current Employers

Capstone Pacific Investment Strategies

Fort Collins, CO • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-09-15
CO	RA	APPROVED	2024-06-17
IA	RA	APPROVED	2024-05-10
AZ	RA	APPROVED	2021-09-08
NE	RA	APPROVED	2021-03-03
CA	RA	APPROVED	2010-11-18

FL RA
APPROVED

Since 2025-09-15
CO RA
APPROVED

Since 2024-06-17
IA RA
APPROVED

Since 2024-05-10
AZ RA
APPROVED

Since 2021-09-08
NE RA
APPROVED

Since 2021-03-03
CA RA
APPROVED

Since 2010-11-18

Branch Locations

Fort Collins, CO • 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

Organization	City	State	From	To
Capstone Pacific Investment Strategies	Covina	CA	11/2010	Present

11/2010 → Present

Capstone Pacific Investment Strategies

Covina, CA

Previous Registrations

2008-06-03 → 2010-12-31

American Portfolios Advisors, Inc

Holbrook, NY

Other Businesses

TRAIL COMMISSIONS FROM VARIOUS INSURANCE COMPANIES FROM NON-SECURITIES RELATED BUSINESS. LESS THAN ONE HOUR PER MONTH AND NO TIME DURING TRADING HOURS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-05-24

S66 Uniform Combined State Law Examination

2008-05-24

Designations

Other Names

Casey Pease
Casey Lynn Pease

View on SEC IAPD