Merri Lynne Morgan

Current Employers

Employment History

• 01/1982 → Present
  Morgan'S Accounting & Tax Service
  Wendell, NC
• 12/1994 → 09/2025
  Avantax Investment Services, Inc.
  Wendell, NC
• 01/2009 → 09/2025
  Avantax Advisory Services
  Wendell, NC
• 08/2016 → 09/2025
  Avantax Insurance Agency, Llc
  Wendell, NC
• 01/2020 → Present
  H B Morgan Ii Inc
  Wendell, NC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2009-01-05 → 2025-09-05
  Avantax Advisory Services
  Wendell, NC

Other Businesses

1) Wendell Country Club Inc. P.O. Box 509 Wendell NC 27591 Business/Management Consulting~Accountant/Bookkeeper~1/1/1985~1hrs~0hrs~acctg svcs & consult 2) H B MORGAN II INC POSITION: Senior Tax Manager NATURE: Prepare and review all types of tax returns prepared INVESTMENT RELATED: No NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 80 START DATE: 01/02/2020 ADDRESS: PO Box 509, 2485 Wendell Blvd, Wendell NC 27591, DESCRIPTION: Prepare tax returns Review returns prepared by others Review accounting work relative to preparation of tax returns Provide information to and answer tax related questions for clients and other employees 3) ESTATE OF OLLIE RAY BAKER POSITION: Executrix NATURE: Ollie Ray Baker is my uncle who died 10/30/22. He has no children and I am named executrix in his will. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 11/08/2022 ADDRESS: 2424 Davistown Road, Wendell NC 27591 DESCRIPTION: I will administer his estate according to his will which is filed with Clerk of Court in Wake County, NC 4)REGISTERED AGENT POSITION: Registered Agent NATURE: Act as a registered agent for entities based in NC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2016 ADDRESS: 2485 Wendell Blvd., Wendell NC 27591, United States DESCRIPTION: In the past I have acted as a registered agent for companies such as MBM Diversified LLC. I may provide this service in the future for other companies. I am a former owner of MBM Diversified LLC, which was previously disclosed as an OBA, but is now inactive as I am no longer an owner.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-24
• S63 Uniform Securities Agent State Law Examination
  1995-01-09

Other Names

• Merri A Morgan