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135 S Main St Suite 600, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-25 |
Branch Locations
2200 Space Park Drive Suite 345, Houston, TX 77058 • United States
1465 Cornerstone Court Suite B, Beaumont, TX 77706 • United States
135 S Main St Suite 600, Greenville, SC 29601 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Houston | TX | 06/2009 | 04/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2018 |
| Raymond James Financial Services, Inc. | Beaumont | TX | 04/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Beaumont | TX | 04/2018 | 03/2024 |
| Morrow Wealth Advisory Group | Beaumont | TX | 04/2018 | Present |
| The Fiduciary Alliance | Greenville | SC | 03/2024 | Present |
(1) Name of Business: Morrow Wealth Advisory Group Address: 1465 Cornerstone Court, Suite B, Beaumont, TX, 77706, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/13/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor, Branch Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-05 |
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