Best Investors Account Sign in
Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-01-04
TX RA APPROVED_RES 2020-04-30
NC RA APPROVED 2011-01-03
  • NY RA
    APPROVED
    Since 2023-01-04
  • TX RA
    APPROVED_RES
    Since 2020-04-30
  • NC RA
    APPROVED
    Since 2011-01-03

Branch Locations

2101 Sardis Road North Suite 109, Charlotte, NC 28227 • United States

1600 Division St Suite 610, Nashville, TN 37203 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Great American Life Insurance Co Los Angeles CA 07/1991 Present
Tda Associates, Inc. Charlotte NC 05/1991 Present
Voya Financial Advisors Charlotte NC 09/2014 Present
  • 07/1991 → Present
    Great American Life Insurance Co
    Los Angeles, CA
  • 05/1991 → Present
    Tda Associates, Inc.
    Charlotte, NC
  • 09/2014 → Present
    Voya Financial Advisors
    Charlotte, NC
Previous Registrations
  • 2002-04-08 → 2011-01-03
    Voya Financial Partners, Llc
    Raleigh, NC
    Charlotte, NC
    Charlotte, NC
Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 2101 SARDIS RD N STE 109; CHARLOTTE; NC; 28227; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 1/1/2011; 160; 160; SALE OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:TDA Associates, Inc; Yes; 2101 SARDIS RD N STE 109; CHARLOTTE; NC; 28227; FINANCIAL SERVICES/DBA; president/owner; 5/1/1991; 8; 8; MARKET SECURITIES,FIXED INSURANCE PRODUCTS.|NAME OF ENTITY:JOHN BRUCE MORRILL-RENTAL PROPERTY; No; 2101 SARDIS RD N STE 109; CHARLOTTE; NC; 28227; RENTAL PROPERTY; OWNER; 10/10/2016; 1; 0; MAINTAIN PROPERTY|NAME OF ENTITY:JOHN MORRILL JR-NOTARY; No; 2101 SARDIS RD N STE 109; CHARLOTTE; NC; 28227; NOTARY PUBLIC; NOTARY; 11/1/2010; 0; 0; NOTARIZE DOCUMENTS|NAME OF ENTITY:THE SMALL BUSINESS INSIGHT PANEL; No; PO BOX 802346; CHICAGO; IL; 60680; MAIL OUT LETTER/EMAIL; MAILER; 10/1/2010; 1; 1; SENDING JUNK MAIL TO THE RESEARCH PANEL IN ENVELOPES THAT THEY PROVIDE AND SENDING JUNK E-MAILS|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-04-16
  • S63 Uniform Securities Agent State Law Examination
    1992-04-16
Other Names
  • Jr John B Morrill

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor