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Scott Jeffrey Morgan

Tfo Wealth Partners

Maumee, OH

Columbus, OH

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Current Employers
Tfo Wealth Partners

1440 Arrowhead Drive, Maumee, OH 43537 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-12-04
TX RA APPROVED_RES 2019-08-16
OH RA APPROVED 2015-10-15
  • VA RA
    APPROVED
    Since 2023-12-04
  • TX RA
    APPROVED_RES
    Since 2019-08-16
  • OH RA
    APPROVED
    Since 2015-10-15

Branch Locations

1440 Arrowhead Drive, Maumee, OH 43537 • United States

Columbus, OH • 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
Tfo Wealth Partners Maumee OH 03/2015 Present
One To One, Llc Maumee OH 10/2017 03/2019
  • 03/2015 → Present
    Tfo Wealth Partners
    Maumee, OH
  • 10/2017 → 03/2019
    One To One, Llc
    Maumee, OH
Previous Registrations
  • 2017-11-01 → 2019-03-12
    One To One, Llc
    Maumee, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-15
  • S65 Uniform Investment Adviser Law Examination
    2015-10-15

View on SEC IAPD

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Other Offices

CAMELOT EVENT-DRIVEN ADVISORS, LLC · MAUMEE, OH
THE RETIREMENT GUYS FORMULA · MAUMEE, OH
CAMELOT PORTFOLIOS, LLC · MAUMEE, OH
ATLANTIS WEALTH ADVISORS LLC · MAUMEE, OH
MUNN WEALTH MANAGEMENT, LLC · MAUMEE, OH
PATRIOT WEALTH PLANNERS LLC · MAUMEE, OH
BLACKRIDGE ASSET MANAGEMENT, LLC · Maumee, OH
OSAIC WEALTH, INC. · MAUMEE, OH

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