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David Wynne Morrison

Peloton Capital Management

Indianapolis, IN

CRD 2546432

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Employer firm

Peloton Capital Management CRD 109775

$282M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • MANAGEMENT OF 401(K)S OR OTHER CO. RETIREMENT PLANS; GENERAL ASSISTANCE WITH 529 COLLEGE SAVINGS PLANS

From the firm’s Form ADV. Read the guides:

Current Employers
Peloton Capital Management

8500 Keystone Crossing Suite 450, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-08-29
IN RA APPROVED 2019-04-11
TX RA APPROVED_RES 2019-04-11
  • FL RA
    APPROVED
    Since 2019-08-29
  • IN RA
    APPROVED
    Since 2019-04-11
  • TX RA
    APPROVED_RES
    Since 2019-04-11

Branch Locations

8500 Keystone Crossing Suite 450, Indianapolis, IN 46240 • 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
OrganizationCityStateFromTo
Pnc Investments Indianapolis IN 07/2016 04/2019
Pnc Bank Indianapolis IN 07/2016 Present
Peloton Wealth Strategists, Inc. Indianapolis IN 04/2019 Present
  • 07/2016 → 04/2019
    Pnc Investments
    Indianapolis, IN
  • 07/2016 → Present
    Pnc Bank
    Indianapolis, IN
  • 04/2019 → Present
    Peloton Wealth Strategists, Inc.
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-06
S63 Uniform Securities Agent State Law Examination 1995-03-01
  • S65 Uniform Investment Adviser Law Examination
    2016-12-06
  • S63 Uniform Securities Agent State Law Examination
    1995-03-01

View on SEC IAPD

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