Robert Donald Elijah Morgan

Current Employers

Employment History

• 12/2021 → 09/2025
  Avantax Advisory Services
  Hillsville, VA
• 03/2021 → 04/2021
  Northwestern Mutual
  Harrisonburg, VA
• 11/2020 → 02/2021
  Shelton Accounting
  Radford, VA
• 05/2016 → 08/2018
  Lake Ridge Rv Resort
  Hillsville, VA
• 07/2021 → 11/2021
  Seeking Alpha
  Hillsville, VA
• 06/2021 → 12/2021
  Second Chance Accounting
  Hillsville, VA
• 09/2018 → 10/2020
  Student
  Hillsville, VA
• 11/2021 → 08/2022
  Morgan Financial Group Llc
  Hillsville, VA
• 12/2021 → 12/2021
  Avantax Insurance Agency, Llc
  Hillsville, VA
• 12/2021 → 11/2022
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Hillsville, VA
• 11/2021 → 11/2022
  Morgan Financial Group Llc
  Hillsville, VA
• 10/2022 → 09/2025
  Avantax Investment Services Inc.
  Hillsville, VA
• 11/2021 → Present
  Morgan Financial Group Llc
  Galax, VA
• 12/2021 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Galax, VA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Galax, VA
• 09/2025 → Present
  Cetera Investment Advisor
  Schaumburg, IL
• 02/2026 → Present
  Align Wealth Advisory
  Galax, VA

Previous Registrations

• 2022-01-24 → 2025-09-08
  Avantax Advisory Services
  Hillsville, VA
  Galax, VA

Other Businesses

1) MORGAN FINANCIAL GROUP LLC POSITION: Member NATURE: This is the firm we are starting to be affiliated with Avantax. This firm will offer tax preparation, bookkeeping, payroll, investment advisory services, and financial planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/27/2021; ADDRESS: 29 Melrose Lane, Galax VA 24333, United States; DESCRIPTION: Meet with clients to discuss financial objectives. Create and implement financial plans for clients. Provide investment advice to clients. Provide tax preparation services along with payroll and bookkeeping for clients. 2) ALIGN WEALTH ADVISORY INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 02/13/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL (or OWNER/PARTNER), APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 8, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-12-19
• S65 Uniform Investment Adviser Law Examination
  2022-01-22

Designations

Other Names

• Elijah Morgan
• Robert D Morgan