Bobby Lewis Morton

Current Employers

Employment History

• 08/2015 → 05/2018
  Icma-Rc
  Washington, DC
• 09/2007 → 09/2019
  Army National Guard
  Sanford, NC
• 11/2016 → 03/2019
  Redfin Corporation
  Washington, DC
• 11/2018 → 02/2019
  Guardian Life Insurance Co Of America
  Alpharetta, GA
• 11/2018 → 01/2019
  Park Avenue Securities, Llc
  Alpharetta, GA
• 03/2019 → 03/2021
  Voya Investment Management
  Altanta, GA
• 03/2021 → 10/2021
  Berman Capital Advisors, Llc
  Atlanta, GA
• 10/2021 → 02/2024
  Cresset Asset Management, Llc
  Atlanta, GA
• 04/2024 → 11/2024
  Mariner Wealth
  Overland Park, KS
• 12/2024 → 06/2026
  Strategic Financial Associates
  Bethesda, MD
• 12/2024 → 06/2026
  Nylife Securities Llc.
  Bethesda, MD
• 06/2026 → Present
  Raymond James Financial Services, Inc.
  Rockville, MD
• 06/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Rockville, MD
• 08/2018 → 12/2020
  Georgia Institute Of Technology
  Atlanta , GA

Previous Registrations

• 2024-05-17 → 2024-11-26
  Mariner
  Washington, DC
• 2021-10-05 → 2024-02-20
  Cresset Asset Management, Llc
  Atlanta, GA
  Chicago, IL
• 2021-03-22 → 2021-10-19
  Berman Capital Advisors, Llc
  Atlanta, GA
• 2019-03-11 → 2021-03-04
  Voya Investment Management Co. Llc
  Atlanta, GA
  New York, NY
• 2018-12-13 → 2019-02-11
  Park Avenue Securities Llc
  Alpharetta, GA

Other Businesses

(1) Name of Business: Lee, Sipe and Associates Address: 3131 Connecticut Ave NW Apt 2304, Washington, DC, 20008, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/05/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Relationship manager to clients

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-05-02
• S65 Uniform Investment Adviser Law Examination
  2018-09-10

Designations

Other Names

• Bobby Lewis Morton
• Bob Morton
• Bobby Lewis Morton
• Bobby Morton