John Eldridge Morton

Current Employers

Employment History

• 11/2015 → 06/2017
  Thrivent Investment Management Inc
  Lexington, KY
• 06/2016 → 06/2017
  Thrivent Financial
  Appleton, WI
• 06/2017 → Present
  Lpl Financial, Llc
  Mt Sterling, KY
• 07/2017 → Present
  Keystone Financial Group, Llc
  Mt Sterling, KY

Previous Registrations

• 2017-02-13 → 2017-06-14
  Thrivent Investment Management Inc.
  Carmel, IN
  Lexington, KY

Other Businesses

1. 3/20/2018 - Keystone Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/01/2017 - 20 Hours Per Month/2 Hours During Securities Trading - I provide investment advisory services thru Keystone Financial Group, LLC, an independent investment advisor firm. I started this business activity in March 2018. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 3/26/2018 - Morton Financial - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 06/01/2017 - 1 Hour Per Month During Securities Trading. 3. 3/26/2018 - Keystone Financial Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2017 - 160 Hours Per Month/5 Hours During Securities Trading. 4. 11/01/2019 - Loan - Investment related - At reported business location(s) - start date:11/1/2019. 5. 2/21/2023 - CGM Insurance Co. - Investment Related - Home Based - Insurance Agency - Member - Start Date - 02/01/2023 - 2 Hours Per Month/0 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-10
• S63 Uniform Securities Agent State Law Examination
  2016-04-28