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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-06 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
7208 E Cave Creek Rd Suite A, Carefree, AZ 85331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morris Hall, Pllc | Phoenix | AZ | 01/2005 | Present |
| Integrity Advisory Solutions | Phoenix | AZ | 05/2024 | Present |
1. BWH Law, LLC; Not investment-related; 7600 N 16th St STE 105, Phoenix, AZ 85020; LLC owns my interest in Morris Hall, PLLC; Member/Manger; 01/09/2017; 5 hours of month; 3 hours during trading hours; Manage my interest in the firm of Morris Hall, PLLC. 2. MH Properties I, LLC; Not investment-related; 7600 N 16th St Suite 105, Phoenix, AZ 85020; This LLC owns one of the builds of Morris Hall, PLLC's Mesa office; Manager/Member/Partial Owner; 01/10/2018; 0 hours per month; 0 hours during trading hours; This LLC owns one of the builds of Morris Hall, PLLC's Mesa office. 12% ownership interest. 3. MH Properties II, LLC; Not investment-related; 7600 N 16th St Suite 105, Phoenix, AZ 85020; This LLC owns the Carefree office condo for our office in that area. The firm leases the office from this entity.; Manager/Member/Partial Owner; 01/10/2018; 0 hours per month; 0 hours during trading hours; This LLC owns the Carefree office condo for our office in that area. The firm leases the office from this entity. 4. Morris Hall, PLLC; Not investment-related; 7600 N 16th St, Suite 105, Phoenix, AZ 85020; Estate Planning Law Firm; Attorney & Partner; 01/04/2005; 40 hours per month; 35 hours during trading hours; Work with clients to develop and implement their estate plan. 5. American Academy Wealth; Investment related; 7600 N 16th St Ste 105, Phoenix, AZ 85020; DBA for advisory business; Financial Advisor / IAR; 05/10/2024; 0 hours per month; 0 hours during trading hours; Financial advisor within the American Academy Wealth Group / DBA. 6. Black Canyon Community Health Center; Not investment-related; 19251 E Oasis Dr. Black Canyon City, AZ 85324; Community Health Center Non-Profit; Board of Directors & Member; 01/02/2023; 2 hours per month; 0 hours during trading hours; This is a volunteer, non-paid. I am a member of the board of directors for the Community Health Center. 7. Morris Hall Wealth, LLC; Investment related; 7600 N 16th Street Suite 105, Phoenix, AZ 85020; DBA for securities business; Advisor/Member; 05/10/2024; 0 hours per month; 0 hours during trading hours; DBA for securities business. 8. Morris Hall Life & Health, LLC; Investment related; 7600 N 16th Street Suite 105, Phoenix, AZ 85020; DBA for life & health insurance; Producer; 01/01/2024; 6 hours per month; 2 hours during trading hours; life insurance producer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-02 |
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