Sharyl Suzanne Morris

Current Employers

Employment History

• 04/2019 → 10/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oklahoma City, OK
• 05/2018 → 04/2019
  Unemployed
  Oklahoma City, OK
• 03/2007 → 05/2018
  University Of Washington
  Seattle, WA
• 06/2019 → 10/2020
  Bank Of America, N.A.
  Oklahoma City, OK
• 11/2020 → 02/2024
  Raymond James Financial Advisors
  Oklahoma City, OK
• 11/2020 → 02/2024
  Raymond James Financial Services Advisors
  Oklahoma City, OK
• 10/2020 → 02/2024
  Tinker Federal Credit Union
  Oklahoma City, OK
• 10/2020 → 02/2024
  Tinker Financial Advisors/Tinker Financial Services Llc
  Oklahoma City, OK
• 10/2020 → 02/2024
  Tfcu Financial Advisors/Tinker Federal Credit Union
  Oklahoma City, OK
• 03/2024 → Present
  Kestra Advisory Services, Llc
  Oklahoma City, OK
• 03/2024 → Present
  Kestra Investment Services, Llc
  Oklahoma City, OK

Previous Registrations

• 2020-11-16 → 2024-02-08
  Raymond James Financial Services Advisors, Inc
  Oklahoma City, OK
• 2019-07-17 → 2020-10-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Oklahoma City, OK

Other Businesses

Business Name: GOATHEAD HILL FARM LLC POSITION: Owner NATURE: Agricultural/Farming (micro farm) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 12401 SE 134th St, Oklahoma City OK 73165, United States DESCRIPTION: Grow vegetables, manage small livestock Business Name: MORRIS LEDGER LLC POSITION: Owner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/05/2023 ADDRESS: 12401 SE 134th St, Oklahoma City OK 73165, United States DESCRIPTION: Performing bookkeeping and tax preparation and providing fixed rate annuities to mostly friends and family members. Business Name: OKLAHOMA FINANCIAL CENTER POSITION: Service Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/05/2024 ADDRESS: 12436 St Andrews Dr., Oklahoma City OK 73120, United States DESCRIPTION: Servicing retirement plans/plan participants; design, write and present educational topics; develop business; service retail/individual clients; run client meetings; investigate/propose investment models; other duties as assigned. Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Service Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/05/2024 ADDRESS: 5707 Southwest Parkway, Bldg 2, Ste 400, Austin TX 78735, United States DESCRIPTION: Servicing retirement plans/plan participants; design, write and present educational topics; develop business; service retail/individual clients; run client meetings; investigate/propose investment models; other duties as assigned. TRINITY FINANCIAL SERVICES, LLC POSITION: Employee NATURE: Retirement plan administration INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 03/05/2024 ADDRESS: 12436 Saint Andrews Dr, Oklahoma City OK 73120 DESCRIPTION: Servicing members of plans, giving educational presentations.

Exams

• S66 Uniform Combined State Law Examination
  2019-07-15

Designations

Other Names

• Sharyl Morris Burson
• Sharyl Morris