Inactive

Richard Kyle Morgan

Ssb&T Wealth Management, LLC

Fredericksburg, TX

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Current Employers

Ssb&T Wealth Management, Llc

202 W. San Antonio Street, Fredericksburg, TX 78624 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-05

TX RA
APPROVED

Since 2025-03-05

Branch Locations

11610 Bee Caves Road St. 100, Bee Cave, TX 78738 • United States

202 W. San Antonio Street, Fredericksburg, TX 78624 • 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
Ssb&T Wealth Management, Llc	Bee Cave	TX	05/2024	Present
Sunflower Bank, N.A.	Austin	TX	03/2023	12/2023
Frost Bank N.A.	Austin	TX	03/2018	11/2022
Mosaic Financial Partners	San Francisco	CA	10/2015	08/2017
Unemployed	Austin	TX	01/2024	04/2024
Unemployed	Austin	TX	09/2017	02/2018
Unemployed	Austin	TX	12/2022	02/2023

05/2024 → Present

Ssb&T Wealth Management, Llc

Bee Cave, TX
03/2023 → 12/2023

Sunflower Bank, N.A.

Austin, TX
03/2018 → 11/2022

Frost Bank N.A.

Austin, TX
10/2015 → 08/2017

Mosaic Financial Partners

San Francisco, CA
01/2024 → 04/2024

Unemployed

Austin, TX
09/2017 → 02/2018

Unemployed

Austin, TX
12/2022 → 02/2023

Unemployed

Austin, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-03-05

S65 Uniform Investment Adviser Law Examination

2025-03-05

Other Names

Righard Kyle Morgan

View on SEC IAPD

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