Stephen Douglas Morr

Current Employers

Employment History

• 02/1992 → Present
  Savage & Associates
  Toledo, OH
• 07/2013 → 06/2023
  Royal Alliance
  Toledo, OH
• 06/2023 → Present
  Osaic Wealth, Inc.
  Toledo, OH

Previous Registrations

• 2012-11-05 → 2013-07-11
  Walnut Street Securities, Inc.
  Toledo, OH
  Monclova, OH
• 2001-06-12 → 2005-12-31
  Walnut Street Advisers Inc
  Toledo, OH

Other Businesses

1) SAVAGE & ASSOCIATES POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2014 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Selling and servicing Life, Health, Accident, and Disability Insurance, Long-Term Care Insurance, and group benefits. 2) SAVAGE AND ASSOCIATES POSITION: Financial Professional NATURE: Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 185 SECURITIES TRADING HOURS: 130 START DATE: 02/03/1992 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43542, United States DESCRIPTION: Over see client investments, make recommendations, manage a portfolio as part of my primary function as a FP 3) STEVE MORR, INSURANCE AGENT POSITION: Insurance Agent NATURE: sole prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/01/1992 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43542, United States DESCRIPTION: Sell and service insurance products to my clients. 4) STEPHEN D. MORR REAL ESTATE POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2024 ADDRESS: 8347 Snapdragon Ln, Monclova OH 43542, United States DESCRIPTION: I am building spec homes for resale. I am the financing behind building these homes. I pay a builder to build it. I them keep 100% of the profits. We do operate under a building contract.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-06-07