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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-07-07
IL RA APPROVED 2020-06-08
  • TX RA
    APPROVED_RES
    Since 2022-07-07
  • IL RA
    APPROVED
    Since 2020-06-08

Branch Locations

524 W. State St, Ste F, Geneva, IL 60134 • 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
Raymond James Financial Services, Inc. Geneva IL 02/2020 Present
Institute For The Study Of War Washington DC 01/2019 03/2020
Morton Private Wealth Strategies, Inc. Geneva IL 10/2014 08/2019
Damon Student Center Loyola Chicago IL 08/2016 12/2018
Loyola University Chicago Chicago IL 08/2015 08/2019
Morton Private Wealth Strategies, Inc. Geneva IL 01/2019 Present
Raymond James Financial Services Advisors, Inc. Geneva IL 06/2020 Present
Morton Private Wealth Strategies, Inc. Geneva IL 03/2020 Present
Mm Campbell Financial, Inc. Geneva IL 12/2022 Present
Morton, Campbell & Shannon Geneva IL 12/2023 Present
  • 02/2020 → Present
    Raymond James Financial Services, Inc.
    Geneva, IL
  • 01/2019 → 03/2020
    Institute For The Study Of War
    Washington, DC
  • 10/2014 → 08/2019
    Morton Private Wealth Strategies, Inc.
    Geneva, IL
  • 08/2016 → 12/2018
    Damon Student Center Loyola
    Chicago, IL
  • 08/2015 → 08/2019
    Loyola University Chicago
    Chicago, IL
  • 01/2019 → Present
    Morton Private Wealth Strategies, Inc.
    Geneva, IL
  • 06/2020 → Present
    Geneva, IL
  • 03/2020 → Present
    Morton Private Wealth Strategies, Inc.
    Geneva, IL
  • 12/2022 → Present
    Mm Campbell Financial, Inc.
    Geneva, IL
  • 12/2023 → Present
    Morton, Campbell & Shannon
    Geneva, IL
Other Businesses

(1)Name of Business: MM Campbell Financial, Inc. Address: 427 N Kirk Rd Ste 101, Geneva, IL, 60134-1605, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Officer - Treasurer, Officer - CEO, Officer - President, Officer - Secretary Investment Related: No Start Date: 12/20/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: holding company for my role as a Financial Advisor at RJ (2)Name of Business: Morton Private Wealth Strategies, Inc. Address: 524 W. State St., Geneva, IL, 60134, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/23/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Work with existing clients and develop new clients as a financial advisor. (3)Name of Business: Morton, Campbell & Shannon Address: 427 N Kirk Rd Ste 101, Geneva, IL, 60134-1605, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Officer - Secretary Investment Related: No Start Date: 12/26/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: holding company for branch operations and for my roll as a Financial Advisor at RJ

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-03
  • S66 Uniform Combined State Law Examination
    2020-06-03
Other Names
  • Marissa Marie Morton

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