Vincent Lee Morris

Current Employers

Employment History

• 07/2001 → 02/2020
  Bukaty Morris Retirement Services, Inc.
  Overland Park, KS
• 10/2010 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 11/2010 → 01/2017
  Lpl Financial Llc
  Overland Park, KS
• 02/2017 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 09/2023 → Present
  Onedigital Securities Llc
  Overland Park, KS
• 08/2024 → Present
  Osaic Wealth, Inc.
  Overland Park, KS

Previous Registrations

• 2010-10-13 → 2014-12-31
  Onedigital
  Overland Park, KS
• 2008-01-14 → 2010-12-01
  Nrp Advisors, Inc.
  Leawood, KS
• 2002-05-23 → 2008-01-22
  Lpl Financial Llc
  Leawood, KS

Other Businesses

BUKATY MORRIS RIA HOLDINGS, INC.; NOT INVESTMENT RELATED; LEAWOOD, KS 66224; HOLDING COMPANY; SHAREHOLDER BOARD MEMBER & PRESIDENT; 9/1/2010; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DURING SECURITIES TRADING HOURS; HOLDING COMPANY FOR ONEDIGITAL EQUITY; ALL MANAGEMENT AND FINANCIAL DUTIES __|__ PWL CAPITAL INC.; INVESTMENT RELATED; 11101 SWITZER RD, SUITE 200, OVERLAND PARK, KS 66210; CANADA ADVISORY BUSINESS; BOARD MEMBER; 7/1/2026; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DURING TRADING; PROVIDE GOVERNANCE AND STRATEGIC OVERSIGHT. MV EQUITY HOLDINGS LLC; INVESTMENT RELATED; 4601 COLLEGE BLVD, SUITE 100, LEAWOOD, KS 66211; HOLDING COMPANY FOR PERSONAL INVESTMENTS; PRESIDENT AND OWNER; 7/2/2001; 2 HOURS PER MONTH, NONE DURING TRADING HOURS; HOLDING COMPANY FOR ONEDIGITAL EQUITY THAT DOES NOT REQUIRE ACTIVE MANAGEMENT __|__ DIGITAL INSURANCE LLC; INVESTMENT RELATED; 11101 SWITZER ROAD, SUITE 200, OVERLAND PARK, KS 66210; AGENT; 7/24/2004; 4 HOURS/MONTH DEVOTED; 1 HOUR DURING TRADING; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS__|__ ONEDIGITAL INVESTMENT ADVISORS LLC; INVESTMENT RELATED; 11101 SWITZER ROAD, SUITE 200, OVERLAND PARK, KS 66210; PRESIDENT; 9/1/2020; 160 HRS/MONTH, 6.5 HOURS DURING MARKET HOURS; MANAGE OVERALL OPERATIONS __|__ OSAIC WEALTH, INC.; INVESTMENT RELATED; 11101 SWITZER ROAD, SUITE 200, OVERLAND PARK, KS 66210; REGISTERED REPRESENTATIVE; 8/1/2024; 2 HOURS/MONTH DEVOTED; 2 HOURS DURING TRADING; SALES AND SERVICE OF VARIABLE INSURANCE PRODUCTS.

Exams

• S66 Uniform Combined State Law Examination
  2002-05-22
• S65 Uniform Investment Adviser Law Examination
  1994-12-12
• S63 Uniform Securities Agent State Law Examination
  1994-04-04

Other Names

• Vincent Morris
• Vince Morris