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Aaron Dejuan Morris

Highline Wealth Partners

Sherman Oaks, CA

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Current Employers
Highline Wealth Partners

15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-08-21
  • CA RA
    APPROVED
    Since 2018-08-21

Branch Locations

15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • 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
United Planners' Financial Services Scottsdale AZ 09/2014 10/2017
American Financial Network Llc Calabasas CA 05/2014 04/2018
Independent Insurance , Aaron Morris Granada Hills CA 05/2011 Present
American Financial Network Advisory Services, Llc Calabasas CA 05/2014 04/2018
Dfpg Investments Inc Sandy UT 10/2017 04/2018
Charlesworth & Rugg, Inc Woodland Hills CA 07/2018 Present
  • 09/2014 → 10/2017
    United Planners' Financial Services
    Scottsdale, AZ
  • 05/2014 → 04/2018
    American Financial Network Llc
    Calabasas, CA
  • 05/2011 → Present
    Independent Insurance , Aaron Morris
    Granada Hills, CA
  • 05/2014 → 04/2018
    American Financial Network Advisory Services, Llc
    Calabasas, CA
  • 10/2017 → 04/2018
    Dfpg Investments Inc
    Sandy, UT
  • 07/2018 → Present
    Charlesworth & Rugg, Inc
    Woodland Hills, CA
Previous Registrations
  • 2016-04-20 → 2018-04-30
    American Financial Network Advisory Services, Llc
    Los Angeles, CA
Other Businesses

1)AARON MORRIS INDEPENDENT INSURANCE - AGENT - INSURANCE SERVICES - SINCE 05/2011 - GRANADA HILLS, CA - INVESTMENT RELATED--- 2)San Fernando Community Health Center; No; 732 Mott St, San Fernando, CA 91340, United States; Nonprofit Organization; Vice Chair; 01/01/2013; 0%; Provide health Services to the underserved San Fernando Community 3)Community OUTreach Alliance; No; "10518 Odessa Ave, Granada Hills, CA 91344, United States; Nonprofit Organization; General Board Member; 06/02/2013; 0%; health and fitness, sex education, community organization and charity

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-16
S63 Uniform Securities Agent State Law Examination 2011-05-14
  • S66 Uniform Combined State Law Examination
    2016-04-16
  • S63 Uniform Securities Agent State Law Examination
    2011-05-14

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