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Stephanie Caroline Morgan

Harrell Investment Partners, LLC

Austin, TX

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Current Employers
Harrell Investment Partners, Llc

3814 Medical Parkway, Austin, TX 78756 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-19
  • TX RA
    APPROVED
    Since 2025-12-19

Branch Locations

3814 Medical Parkway, Austin, TX 78756 • 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
Harrell Investment Partners, Llc Austin TX 05/2023 Present
Petros Pace Finance Austin TX 10/2020 04/2023
Gomedigap Austin TX 06/2019 08/2019
University Of Texas At Austin Austin TX 08/2016 10/2020
  • 05/2023 → Present
    Harrell Investment Partners, Llc
    Austin, TX
  • 10/2020 → 04/2023
    Petros Pace Finance
    Austin, TX
  • 06/2019 → 08/2019
    Gomedigap
    Austin, TX
  • 08/2016 → 10/2020
    University Of Texas At Austin
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-19
  • S65 Uniform Investment Adviser Law Examination
    2025-12-19

View on SEC IAPD

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