Kevin Alan Morse

Current Employers

Employment History

• 02/1991 → Present
  Capital Analysts, Incorporated
  Quincy, MA
• 06/2012 → Present
  Lincoln Investment
  Quincy, MA
• 06/2014 → Present
  Pinnacle Study Group
  Walpole, MA

Other Businesses

PINNACLE STUDY GROUP POSITION: Member of the Study Group. Please note I used my address above as an address was required. The Group does not have a physical address.As of July 7th 2015, I am performing the function of Treasurer for the Study Group. NATURE: Study Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/23/2014 ADDRESS: 35 Braintree Hill Office Park, Suite 400, Braintree MA 02184 DESCRIPTION: Interactive group of members. We contact each other throughout the year if topics or issues come up that we feel would benefit members or that I need expert opionions on. We meet twice a year. KEVIN MORSE POSITION: Sole Proprietor NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/1991 ADDRESS: 35 Braintree Hill Office Park, Suite 400, Braintree MA 02184 DESCRIPTION: Prepare tax returns for a few clients KEVIN MORSE POSITION: Sole Proprietor NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/1991 ADDRESS: 35 Brantree Hill Office Park, Suite 400, Braintree MA 02184 DESCRIPTION: Determine appropriate insurance needs for clients, take application and deliver policies

Exams

• S66 Uniform Combined State Law Examination
  2012-06-07
• S63 Uniform Securities Agent State Law Examination
  1991-05-31