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950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2018-06-12 |
Branch Locations
950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States
Pittsburg, TX • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aspen Creek Wealth Strategies | Colorado Springs | CO | 08/2014 | Present |
| Tyler Wealth Management, Llc | Colorado Springs | CO | 04/2018 | 11/2024 |
| Aspen Creek Wealth Management, Llc | Southlake | TX | 11/2024 | Present |
1) ASPEN CREEK WEALTH STRATEGIES; investment-related; Colorado Springs, CO; SALES & MARKETING OF FIXED INSURANCE PRODUCTS; PRESIDENT and owner; 08/14; Mr. Morrow spends approximately 20 hours per week during trading hours in this role; Mr. Morrow is the President of Aspen Creek Wealth Strategies. In this role he runs the operations of the company, hires agents, and markets, recommends and sells insurance products. 2) MDM Permian, Inc; investment related; Dallas, TX; Board Member and Advisor to Board of Directors; 02/2025; Mr. Morrow spends approximately 2 hours per month during trading hours in this role. 3) Morrow Family Foundation; non-investment related; Pittsburg, TX; since 2/2022; Director; not compensated; this is family non profit business; spends approximately 4 hours per month during trading hours in this role. 4) MJM Property 5 and MJM Property 7; non-investment related; Pittsburg, TX; since 5/2023, and 8/2025 respectively; Member; compensated; rental property management; spends approximately 10 hours per month during trading hours in this role. 5) A Better Way, LLC; non-investment related; Pittsburg, TX; Since 6/2025; Manager; compensated; provides direction to yacht chartering business activities; spends approximately 6 hours per month during trading hours in this role. 6) Made For Waves, LLC; non-investment related; Mexico; Since 6/2023; Manager; compensated; provides direction to yacht chartering business activities; spends approximately 6 hours per month during trading hours in this role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-26 |
| S66 | Uniform Combined State Law Examination | 2003-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-25 |
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