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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morris Hall, Pllc | Phoenix | AZ | 07/1998 | Present |
| Integrity Advisory Solutions | Phoenix | AZ | 06/2024 | Present |
1. American Academy Wealth; Investment related; 7250 N 16th St Ste 201, Phoenix, AZ 85020; DBA for wealth management; IAR; 06/12/2024; 0 hours per month; 0 hours during trading hours; DBA for wealth management. 2. Morris Hall Wealth, LLC; Investment related; 7250 N 16th St Ste 201, Phoenix, AZ 85020; DBA for securities business; IAR; 06/12/2024; 0 hours per month; 0 hours during trading hours; DBA for securities business. 3. Morris Hall, PLLC; Not investment related; 7250 N 16th St Ste 201, Phoenix, AZ 85020; Law Firm; Partner/Manager; 07/05/1998; 40 hours per month; 30 hours during trading hours; Partner of law firm. I meet with clients and prospects. Along with 3 other partners, I help manage the firm. 4. Morris Hall Health & Life, LLC; Investment related; 7250 N 16th St Suite 201 Phoenix, AZ 85020; Life insurance sales; Agent; 11/21/2023; 4 hours per month; 4 hours during trading hours; Meet with client about life insurance needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-13 |
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