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Glenn Roger Morris

Morris Wealth Management

Anderson, CA

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Current Employers
Morris Wealth Management

2807 Childress Drive, Anderson, CA 96007 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-18
TX RA APPROVED_RES 2025-08-26
  • CA RA
    APPROVED
    Since 2025-09-18
  • TX RA
    APPROVED_RES
    Since 2025-08-26

Branch Locations

2807 Childress Drive, Anderson, CA 96007 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Glenn Morris Inc. Dba Morris Wealth Management Anderson CA 04/2013 Present
Glenn Morris Inc. Dba Morris Wealth Management Anderson CA 04/2013 07/2025
  • 04/2013 → Present
    Glenn Morris Inc. Dba Morris Wealth Management
    Anderson, CA
  • 04/2013 → 07/2025
    Glenn Morris Inc. Dba Morris Wealth Management
    Anderson, CA
Previous Registrations
  • 2013-04-04 → 2025-10-22
    Morris Wealth Management
    Anderson, CA
  • 1997-11-18 → 2013-05-15
    Lpl Financial Llc
    Anderson, CA
Other Businesses

INSURANCE AGENT - LIFE INSURANCE AND ANNUITY SALES. START DATE 4/20/93. DUTIES: ASSESSING CLIENT NEED FOR INSURANCE PRODUCTS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-01-22
  • S63 Uniform Securities Agent State Law Examination
    1993-01-22
Designations
Other Names
  • Glenn Morris

View on SEC IAPD

Other Firms

U.S. BANCORP ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
CONVERGENCE WEALTH PARTNERS LLC
PRIVATE ADVISOR GROUP, LLC
RIC KOMAREK, CFP
RETIREMENT LIFESTYLES ADVISORY GROUP
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

Jenna Lea Nichol-Fitzgerald
Forrest Brooks Wilder
Thoras Ann Cochran
Ben Swim
DENISE ADEL HEITSMAN
JOHN JEFFREY GARDNER
Justin Daniell Cochran
Christopher Eugene Hall

Other Offices

U.S. BANCORP ADVISORS, LLC · Anderson, CA
EDWARD JONES · ANDERSON, CA
EDWARD JONES · ANDERSON, CA
LPL FINANCIAL LLC · ANDERSON, CA
CONVERGENCE WEALTH PARTNERS LLC · REDDING, CA
EDWARD JONES · Cottonwood, CA
LPL FINANCIAL LLC · REDDING, CA
LPL FINANCIAL LLC · REDDING, CA

More in Anderson, CA

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