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Inactive

Charles Edward Morris

Horizon Family Wealth, Inc.

Chicago, IL

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Current Employers
Horizon Family Wealth, Inc.

250 South Wacker Drive Suite 220, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-04-10
  • IL RA
    APPROVED
    Since 2026-04-10

Branch Locations

250 South Wacker Drive Suite 220, Chicago, IL 60606 • 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
Horizon Family Wealth Inc. Chicago IL 06/2025 Present
School Holderness NH 08/2017 05/2021
Scituate Harbor Yacht Club Scituate MA 06/2020 08/2021
Alpine Shop Vt South Burlington VT 11/2021 03/2025
Hingham Yacht Club Hingham MA 06/2022 08/2023
3A Marine Hingham MA 02/2024 08/2024
Hingham High School Sailing Team Hingham MA 02/2024 06/2024
Unemployed Hingham MA 06/2015 08/2017
  • 06/2025 → Present
    Horizon Family Wealth Inc.
    Chicago, IL
  • 08/2017 → 05/2021
    School
    Holderness, NH
  • 06/2020 → 08/2021
    Scituate Harbor Yacht Club
    Scituate, MA
  • 11/2021 → 03/2025
    Alpine Shop Vt
    South Burlington, VT
  • 06/2022 → 08/2023
    Hingham Yacht Club
    Hingham, MA
  • 02/2024 → 08/2024
    3A Marine
    Hingham, MA
  • 02/2024 → 06/2024
    Hingham High School Sailing Team
    Hingham, MA
  • 06/2015 → 08/2017
    Unemployed
    Hingham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-10
  • S65 Uniform Investment Adviser Law Examination
    2026-04-10

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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