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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-18 |
| TX | RA | APPROVED | 2025-09-18 |
Branch Locations
1501 Highwoods Blvd Suite 102, Greensboro, NC 27410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2012 | 09/2025 |
| Raymond James Financial Services Advisors, Inc. | Greensboro | NC | 09/2025 | Present |
| Raymond James Financial Services, Inc. | Greensboro | NC | 09/2025 | Present |
(1)Name of Business: Morgan Wealth Partners, LLC Address: 1501 Highwoods Blvd Ste 102, Greensboro, NC, 27410-2051, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/17/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Morgan Wealth Partners, LLC is my DBA for RJFS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-21 |
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