Anthony Arnall Morrison

Current Employers

Employment History

• 07/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Memphis, TN
• 11/2016 → 09/2022
  Wells Fargo Clearing Services, Llc
  Memphis, TN
• 09/2022 → Present
  Stifel, Nicolaus & Company, Incorporated
  Memphis, TN

Previous Registrations

• 2016-07-27 → 2022-09-09
  Wells Fargo Clearing Services, Llc
  Memphis, TN
• 2009-01-16 → 2016-08-05
  Raymond James & Associates, Inc.
  Memphis, TN
• 2004-01-07 → 2009-01-16
  Morgan Keegan & Company, Llc
  Memphis, TN
  Memphis, TN

Other Businesses

1. Jewish Community Partners of Memphis, 6560 Poplar Ave, Germantown, TN 38138; Provides management oversight over Jewish Foundation of Memphis and Memphis Jewish Federation, both charitable organizations; Member of Investment Committee; Evaluate the investment lineup JCP provides to Memphis Jewish Federation, Jewish Community endowments and donor advised fund holders on a quarterly basis; 2/13/2006; 1 hr/qtr; Not During Securities Trading Hours; Not Investment Related. 2. Jewish Foundation of Memphis, 6560 Poplar Ave, Germantown, TN 38138; Provides infrastructure for Jewish philanthropists in Memphis. Works with community endowments and donor advised funds; Immediate Past Chair; Still serve on Board after 3 yr term as chair which ended June 2022. Attend quarterly Board meetings and encourage giving; 6/15/19; 2 hr/qtr; Not During Securities Trading Hours; Not Investment Related. 3. Wendy and Avron Fogelman Foundation; 6560 Poplar Ave, Germantown, TN 38138; To support the charitable endeavors of Wendy and Avron Fogelman; Board of Directors; Approve charitable gifts of the foundation and attend annual meetings; 06/10/2020; 2 Hours per Year; Not during securities trading hours; Not Investment-Related. 4. Belz 2008 Foundation; 6560 Poplar Ave, Germantown, TN 38138; Supporting the charitable endeavors of the Belz family; Board of Directors; Approve charitable gifts and attend annual meetings; 06/12/2020; 2 Hours per Year; Not during securities trading hours; Not Investment-Related. 5. Temple Israel Cemetery Sustainability Fund; 6560 Poplar Avenue, Memphis, TN 38138; An endowment fund that will spin off annual income to sustain the Temple's cemetery indefinitely; Board of Directors; Attend annual meetings and approve occasional distributions; 12/05/2022; 2 Hours per Year; Not during securities trading hours; Not Investment-Related. 6. Beth Sholom Synagogue; 6675 Humphreys Blvd Memphis TN 38120; Religious - synagogue; VP - Development, an executive board position; Responsible for Annual Appeal fundraiser, educating congregants on Legacy Giving and occasionally pursuing sponsorships for events; 05/20/2024; 5.00hrs/month; Not during securities trading hours; Not Investment-Related 7. Beth Sholom Synagogue; 6675 Humphreys Blvd Memphis TN 38120; Religious organization; President; Preside over monthly board meetings and involved in high-level decision-making at the synagogue. Will also address the congregation at various events; 05/18/2026; 5hrs/wk; During securities trading hours; Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-18
• S63 Uniform Securities Agent State Law Examination
  1991-12-09

Other Names

• Anthony A Morrison