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Inactive

Steven Brian Geiger

Morningstar Investment Management LLC

Huntingdon Valley, PA

Chicago, IL

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Current Employers
Morningstar Investment Management Llc

22 West Washington Street, Chicago, IL 60602 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-05-30
PA RA APPROVED 2025-05-30
  • IL RA
    APPROVED
    Since 2025-05-30
  • PA RA
    APPROVED
    Since 2025-05-30

Branch Locations

Huntingdon Valley, PA • United States

22 West Washington Street, Chicago, IL 60602 • 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
Morningstar Investment Services, Inc. Chicago IL 12/2008 Present
  • 12/2008 → Present
    Morningstar Investment Services, Inc.
    Chicago, IL
Previous Registrations
  • 2008-12-11 → 2025-06-16
    Morningstar Investment Services Llc
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Huntingdon Valley, PA
  • 2003-03-18 → 2006-01-05
    Lincoln Financial Distributors, Inc.
    Huntingdon Valley, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-09-18
S65 Uniform Investment Adviser Law Examination 1998-08-27
  • S63 Uniform Securities Agent State Law Examination
    1998-09-18
  • S65 Uniform Investment Adviser Law Examination
    1998-08-27
Other Names
  • Steve B Geiger

View on SEC IAPD

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