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David Kyle Morgan

Insight Folios

Charlotte, NC

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Current Employers
Insight Folios

10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2019-11-19
  • NC RA
    APPROVED
    Since 2019-11-19

Branch Locations

10800 Sikes Place Suite 110, Charlotte, NC 28277 • 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
Blackberry Farm Walland TN 01/2016 01/2019
Burial Beer Co Asheville NC 01/2019 10/2020
Insight Folios Charlotte NC 11/2019 Present
Durso Capital Management, Co. Charlotte NC 11/2019 Present
  • 01/2016 → 01/2019
    Blackberry Farm
    Walland, TN
  • 01/2019 → 10/2020
    Burial Beer Co
    Asheville, NC
  • 11/2019 → Present
    Charlotte, NC
  • 11/2019 → Present
    Durso Capital Management, Co.
    Charlotte, NC
Other Businesses

Durso Capital Management Co., Investment Related, 11610 N. Community House, Suite 100 Charlotte, NC 28277 , Insurance and Annuity Sales, Insurance Producer Since 11/2019, 40 hours per month in the activity of soliciting and selling insurance products. This activity consumes approximately 10 hours per month during trading hours. Clients are under no obligation to purchase insurance products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-02
  • S65 Uniform Investment Adviser Law Examination
    2019-11-02

View on SEC IAPD

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