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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-06 |
Branch Locations
1129 S Oakland Suite 102, Mesa, AZ 85206 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morris Hall, Pllc | Phoenix | AZ | 05/2018 | Present |
| Halliday Law, Pc | Salem | OR | 08/2013 | 05/2018 |
| Integrity Advisory Solutions | Mesa | AZ | 02/2025 | Present |
1. American Academy Wealth; Investment related; 1129 S Oakland, Suite 102, Mesa, AZ 85206; DBA for Securities Business; IAR; 02/06/2025; 0 hours per month; 0 hours during securities trading hours; DBA for securities business. 2. Morris Hall Life and Health, LLC; Investment related; 1129 S Oakland, Suite 102, Mesa, AZ 85206; Life & health sales; Manager/Agent; 11/11/2022; 3 hours per month; 3 hours during securities trading hours; Meet with clients regarding disability & life insurance products. 3. Morris Hall Wealth; Investment related; 1129 S Oakland, Suite 102, Mesa, AZ 85206; DBA for Securities Business; IAR; 02/06/2025; 15 hours per month; 10 hours during securities trading hours; Offer financial planning products to clients. 4. Morris Hall, PLLC; Not investment related; 7250 N 16th Street, Suite 201, Phoenix, AZ; Law firm; Partner & Attorney; 07/09/2018; 160 hours per month; 160 hours during securities trading hours;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-14 |
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