Catherine Marie Morgan

Current Employers

Access Planning Partners, Llc

Alpharetta, GA • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2018-10-02

GA RA
APPROVED

Since 2018-10-02

Branch Locations

Alpharetta, GA • 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

Organization	City	State	From	To
Elm3 Financial Group	Alpharetta	GA	01/2016	02/2018
Catherine M Morgan	Alpharetta	GA	02/2018	Present
Access Planning Partners, Llc	Roswell	GA	06/2018	Present

01/2016 → 02/2018

Elm3 Financial Group

Alpharetta, GA
02/2018 → Present

Catherine M Morgan

Alpharetta, GA
06/2018 → Present

Access Planning Partners, Llc

Roswell, GA

Previous Registrations

2016-07-01 → 2018-02-23

Elm3 Financial Group, Llc

Alpharetta, GA

Other Businesses

Catherine M Morgan, not investment-related, position/title: Sole Proprietor and CPA, started 02/2018, services: tax preparation and bookkeeping. This activity accounts for approximately 50% of her time during tax season. This activity is otherwise 5% of her time.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-06-30

S65 Uniform Investment Adviser Law Examination

2016-06-30

Designations

Other Names

Catherine M Creed
Catherine Marie Creed
Catherine M Morgan

View on SEC IAPD