Timothy James Morris

Current Employers

Zenith Wealth Management

Orlando, FL • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2020-11-13
FL	RA	APPROVED	2020-11-12

IA RA
APPROVED

Since 2020-11-13
FL RA
APPROVED

Since 2020-11-12

Branch Locations

Orlando, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Zenith Wealth Management Llc	Saint Cloud	FL	05/2020	Present
Tep Inc.	Cedar Rapids	IA	06/2011	08/2019
United Fire And Casualty Co.	Cedar Rapids	IA	05/2018	08/2018
Linn Area Credit Union	Cedar Rapids	IA	05/2017	08/2017
The University Of Northern Iowa	Cedar Falls	IA	08/2015	05/2019
The Ohio State University	Columbus	OH	08/2019	05/2020
The Ohio State University	Columbus	OH	09/2019	03/2020
Mis Insurance Services	Maitland	FL	10/2020	06/2022
Darden Inc.	Orlando	FL	06/2022	Present

05/2020 → Present

Zenith Wealth Management Llc

Saint Cloud, FL
06/2011 → 08/2019

Tep Inc.

Cedar Rapids, IA
05/2018 → 08/2018

United Fire And Casualty Co.

Cedar Rapids, IA
05/2017 → 08/2017

Linn Area Credit Union

Cedar Rapids, IA
08/2015 → 05/2019

The University Of Northern Iowa

Cedar Falls, IA
08/2019 → 05/2020

The Ohio State University

Columbus, OH
09/2019 → 03/2020

The Ohio State University

Columbus, OH
10/2020 → 06/2022

Mis Insurance Services

Maitland, FL
06/2022 → Present

Darden Inc.

Orlando, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-05-08

S65 Uniform Investment Adviser Law Examination

2020-05-08

View on SEC IAPD

Current Employers

Zenith Wealth Management

Disclosures

Employment History

Exams

Reviews