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Zachery Morgenstern

David Vaughan Investments, LLC

Peoria, IL

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Current Employers
David Vaughan Investments, Llc

5823 N Forest Park Drive, Peoria, IL 61614-3559 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-16
IL RA APPROVED 2022-02-09
  • TX RA
    APPROVED
    Since 2024-04-16
  • IL RA
    APPROVED
    Since 2022-02-09

Branch Locations

5823 N Forest Park Drive, Peoria, IL 61614-3559 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 02/2019 11/2021
Augustana College Rock Island IL 08/2012 04/2017
Kansas City T-Bones Kansas City KS 06/2017 09/2017
Flex-N-Gate Guardian West Champaign IL 08/2017 04/2018
Schaumburg Boomers Schaumburg IL 04/2018 05/2018
Germantown School District Germantown Hills IL 10/2018 02/2019
David Vaughan Investments, Llc Peoria IL 11/2021 Present
Unemployed Washington IL 05/2018 10/2018
  • 02/2019 → 11/2021
    Edward Jones
    St Louis, MO
  • 08/2012 → 04/2017
    Augustana College
    Rock Island, IL
  • 06/2017 → 09/2017
    Kansas City T-Bones
    Kansas City, KS
  • 08/2017 → 04/2018
    Flex-N-Gate Guardian West
    Champaign, IL
  • 04/2018 → 05/2018
    Schaumburg Boomers
    Schaumburg, IL
  • 10/2018 → 02/2019
    Germantown School District
    Germantown Hills, IL
  • 11/2021 → Present
    David Vaughan Investments, Llc
    Peoria, IL
  • 05/2018 → 10/2018
    Unemployed
    Washington, IL
Previous Registrations
  • 2019-04-09 → 2021-11-05
    Edward Jones
    Washington, IL
    St Louis, MO
    Pekin, IL
    Peoria, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-06
  • S66 Uniform Combined State Law Examination
    2019-04-06
Designations
Other Names
  • Zachery Ryan Morgenstern

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PEORIA, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · PEORIA, IL
MORGAN STANLEY · PEORIA, IL
LPL FINANCIAL LLC · PEORIA, IL
REATHERFORD WEALTH MANAGEMENT LLC · PEORIA, IL
OSAIC WEALTH, INC. · PEORIA, IL
LPL FINANCIAL LLC · PEORIA, IL
GUARDIAN WEALTH MANAGEMENT INC. · PEORIA, IL

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