Glen Evan Morris

Current Employers

Employment History

• 02/2003 → 09/2019
  Summit Brokerage Services Inc
  Boca Raton, FL
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2017 → 05/2021
  Summit Financial Group Inc
  Boca Raton, FL
• 01/2023 → Present
  Glen Morris Financial Llc
  Boca Raton, FL
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2004-09-17 → 2021-05-20
  Summit Financial Group Inc
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

1) EDDY ST.; NOT INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; MUSICAL GROUP; SINGER, SONGWRITER, GUITARIST, MUSICIAN; 11/18/2016; APX 15 HOURS/MONTH; APX 0 HRS/MONTH DURING TRADING; WRITE ORIGINAL SONGS, SING, PLAY GUITAR, AND OTHER MUSICAL INSTRUMENTS 2) GLEN MORRIS FINANCIAL; INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; DBA NAME; FINANCIAL ADVISOR; STARTED 08/01/2018; APPX 220 HOURS/MONTH; APPX 136 HOURS/MONTH DURING TRADING; MARKETING NAME FOR SECURITIES BUSINESS; 3) NAME OF OTHER BUSINESS: GLEN MORRIS FINANCIAL LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LLC; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 50-60; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT LLC FOR FEES AND COMMISSIONS;

Exams

• S66 Uniform Combined State Law Examination
  2004-09-01
• S63 Uniform Securities Agent State Law Examination
  1993-06-21