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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morris Hall, Pllc | Phoenix | AZ | 09/2024 | Present |
| Arizona Bank & Trust | Phoenix | AZ | 12/2019 | 09/2024 |
| First International Bank & Trust | Phoenix | AZ | 10/2017 | 12/2019 |
| Wells Fargo Bank | Las Vegas | NV | 01/2016 | 10/2017 |
| Integrity Advisory Solutions | Phoenix | AZ | 04/2025 | Present |
1. Photography; not investment related; 2019 N 30th Street, Mesa, AZ, 85213; Selling photography prints; Photographer; 01/01/2012; 5 hours; 0 hours during securities trading hours; photography & selling prints 2. National Interscholastic Cycling Association; not investment related; 10115 E Bell Rd, Scottsdale, AZ, 85260; coaching; Assistant coach; 11/01/2022; 30 hours; 0 hours during securities trading hours; Coach school mountain biking team 3. Central Arizona Estate Planning Council; not investment related; 4300 N Miller Rd. Unit 141, Scottsdale, AZ, 85251; Educational organization affiliated with NAEPC; board member; 05/01/2024; 4 hours; 0 during securities trading hours 4. American Academy Wealth; investment related; 7250 N 16th St, Suite 201, Phoenix, AZ, 85020; DBA for securities business; IAR; 04/14/2025; 0 hours; 0 hours during securities trading hours; IAR 5. Morris Hall Wealth; Investment related; 7250 N 16th St, Suite 201, Phoenix, AZ 85020; Wealth Planning; IAR: 04/14/2025; 20 hours; 15 hours during securities trading hours; DBA for securities business. IAR duties 6. Morris Hall, PLLC; not investment related; 7250 N 16th St, Suite 201, Phoenix, AZ 85020; Estate Planning Law Firm; Associate Attorney; 07/17/2024; 160 hours; 160 hours during securities trading hours; Estate planning attorney
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-05 |
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