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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-07 |
| IL | RA | APPROVED | 2020-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-03 |
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