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Morgan Selmi

Broadwing Capital Advisors, Inc.

Larkspur, CA

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Current Employers
Broadwing Capital Advisors, Inc.

101 Larkspur Landing Circle Suite 221, Larkspur, CA 94939 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-08
  • CA RA
    APPROVED
    Since 2026-01-08

Branch Locations

101 Larkspur Landing Circle Suite 221, Larkspur, CA 94939 • 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
Broadwing Capital Advisors, Inc. Larkspur CA 01/2026 Present
St. Vincent De Paul High School Petaluma CA 01/2017 06/2025
Sonoma Stompers Baseball Sonoma CA 05/2017 08/2017
Fisher College/Work Study Program Boston MA 01/2016 05/2017
Broadwing Capital Advisors, Inc. Larkspur CA 10/2017 01/2026
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-23
  • S65 Uniform Investment Adviser Law Examination
    2025-12-23
Other Names
  • Morgan Elisa Selmi

View on SEC IAPD

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