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Brooksher Lee Morgan

Worthpointe

Ramona, CA

Austin, TX

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Current Employers
Worthpointe

Ramona, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-05-02
  • TX RA
    APPROVED
    Since 2013-05-02

Branch Locations

Ramona, CA • United States

6836 Bee Cave Rd, Austin, TX 78746 • 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
Worthpointe, Llc Austin TX 09/2013 Present
Constitution Wealth Llc La Jolla CA 11/2021 12/2025
  • 09/2013 → Present
    Worthpointe, Llc
    Austin, TX
  • 11/2021 → 12/2025
    Constitution Wealth Llc
    La Jolla, CA
Previous Registrations
  • 2021-12-06 → 2025-12-31
    Constitution Wealth Llc
    Ramona, CA
    Austin, TX
    La Jolla, CA
  • 2012-02-01 → 2013-12-31
    Trovena, Llc.
    Redondo Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-01-31
  • S65 Uniform Investment Adviser Law Examination
    2012-01-31
Designations
Other Names
  • Brooks Morgan
  • Brooksher Morgan

View on SEC IAPD

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