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11225 Davenport Street Suite 109, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-29 |
| NE | RA | APPROVED | 2024-10-16 |
Branch Locations
11225 Davenport Street Suite 109, Omaha, NE 68154 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Omaha | NE | 07/2005 | 09/2024 |
| Morey & Quinn Wealth Partners | Omaha | NE | 07/2024 | Present |
| Raymond James Financial Services Advisors Inc. | Omaha | NE | 09/2014 | 09/2024 |
| Cabot Lodge Securities Llc | Schaumburg | IL | 10/2024 | Present |
| Morey-Voorhees Financial Services | Omaha | NE | 06/2005 | 01/2018 |
| Michael Morey-Insurance Agent | Omaha | NE | 10/2024 | Present |
(1) Michael Morey-Insurance Agent, not investment related, Omaha, ME, selling and servicing annuities, Insurance Agent, 10/1/2024, 1 hour per month, 1 hour per month during trading hours, selling and servicing annuities. (2) Morey & Quinn Wealth Partners, investment related, Omaha, NE, RIA/wealth management, Partner, 7/2024, 50 hours per week, 35 hours per week during trading hours, meet with clients, manage investment portfolios.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-30 |
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