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Thomas Joseph Morse

Truist Advisory Services, Inc.

Birmingham, AL

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-07-13
  • AL RA
    APPROVED
    Since 2026-07-13

Branch Locations

2501 20Th Pl S Ste 101, Birmingham, AL 35223 • 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
Wells Fargo Bank, Na Alabaster AL 04/2024 07/2026
Wells Fargo Clearing Services, Llc Alabaster AL 11/2025 07/2026
Ebsco - Publisher's Warehouse Alabaster AL 11/2021 03/2024
Unemployed Alabaster AL 09/2021 11/2021
Ebsco Information Services Birmingham AL 05/2020 08/2021
Ebsco Professional Partnership Group Birmingham AL 05/2019 05/2020
Stewart Of Alabama - A Xerox Company Birmingham AL 10/2018 04/2019
Field & Stream Shops Birmingham AL 06/2015 01/2019
Truist Investment Services, Inc Birmingham AL 07/2026 Present
Truist Advisory Services, Inc. Birmingham AL 07/2026 Present
  • 04/2024 → 07/2026
    Wells Fargo Bank, Na
    Alabaster, AL
  • 11/2025 → 07/2026
    Wells Fargo Clearing Services, Llc
    Alabaster, AL
  • 11/2021 → 03/2024
    Ebsco - Publisher's Warehouse
    Alabaster, AL
  • 09/2021 → 11/2021
    Unemployed
    Alabaster, AL
  • 05/2020 → 08/2021
    Ebsco Information Services
    Birmingham, AL
  • 05/2019 → 05/2020
    Ebsco Professional Partnership Group
    Birmingham, AL
  • 10/2018 → 04/2019
    Stewart Of Alabama - A Xerox Company
    Birmingham, AL
  • 06/2015 → 01/2019
    Field & Stream Shops
    Birmingham, AL
  • 07/2026 → Present
    Truist Investment Services, Inc
    Birmingham, AL
  • 07/2026 → Present
    Truist Advisory Services, Inc.
    Birmingham, AL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-15
S63 Uniform Securities Agent State Law Examination 2026-02-18
  • S65 Uniform Investment Adviser Law Examination
    2026-05-15
  • S63 Uniform Securities Agent State Law Examination
    2026-02-18
Other Names
  • Tom Joseph Morse
  • Thomas Joseph Morse

View on SEC IAPD

Other Firms

THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
PMD ADVISORY
CETERA INVESTMENT ADVISERS LLC
NFSG CORPORATION
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
USA FINANCIAL SECURITIES LLC

Other Investors

THOMAS MICHAEL NOON
Susan Hunter Koski
Luke Banks
David Mathews
MARILYN ANN EDDINGS
JAMES IRA MCCORMICK
MELANIE SHIRLEY DICKINSON
BRENNA ROSE PRITCHETT

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · BIRMINGHAM, AL
PFS INVESTMENTS INC. · HOOVER, AL
PMD ADVISORY · HOOVER, AL
CETERA INVESTMENT ADVISERS LLC · BIRMINGHAM, AL
CETERA INVESTMENT ADVISERS LLC · HOOVER, AL
NFSG CORPORATION · HOOVER, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Hoover, AL
PFS INVESTMENTS INC. · HOOVER, AL

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