Terry Lee Morris

Current Employers

Kingsview Wealth Management, Llc

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2015-05-08

FL RA
APPROVED

Since 2015-05-08

Branch Locations

1000 S Pine Island Rd, Suite 401, Plantation, FL 33324 • 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

Organization	City	State	From	To
Kingsview, Llc	Plantation	FL	03/2011	Present
Kingsview Asset Management	Chicago	IL	02/2015	Present

03/2011 → Present

Kingsview, Llc

Plantation, FL
02/2015 → Present

Kingsview Asset Management

Chicago, IL

Other Businesses

KINGSVIEW LLC; COMMODITIES BROKER; INVESTMENT RELATED; SAME ADDRESS AS INVESTMENT ADVISORY; START DATE 04/2011; SIMULTANEOUS HOURS WITH INVESTMENT ADVISORY BUSINESS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-02-05
S63	Uniform Securities Agent State Law Examination	1994-03-22

S65 Uniform Investment Adviser Law Examination

2015-02-05
S63 Uniform Securities Agent State Law Examination

1994-03-22

View on SEC IAPD

Current Employers

Kingsview Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews