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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-24 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynamic Wealth Advisors | Scottsdale | AZ | 06/2010 | 12/2023 |
| Ip Financial Advisory Services Llc | Charlotte | NC | 01/2025 | Present |
| Retired | Scottsdale | AZ | 01/2024 | 12/2024 |
Mr. Morningstar is the owner of CM Consulting and offers Business consulting to CEOs of privately owned companies. He is paid on an hourly basis. Mr. Morningstar does not act in an investment advisory representative role when recommending these services. He devotes approximately 5 to 20 hours per month on this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-20 |
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