Morgan Aileen Hatfield

Employer firm

Destiny Wealth Partners, LLC CRD 171346

$947M regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  Destiny Wealth Partners
  Tavares, FL
• 05/2014 → 01/2021
  Ruggie Wealth Management
  Tavares, FL
• 07/2018 → 07/2020
  Cwm, Llc
  Omaha, NE

Previous Registrations

• 2010-12-02 → 2021-01-07
  Ruggie Wealth Management
  Tavares, FL
• 2018-07-10 → 2020-07-01
  Cwm, Llc
  Tavares, FL
• 2010-12-20 → 2014-06-10
  401K Generation
  Altamonte Springs,, FL

Other Businesses

1. H&M GLOBAL ENTERPRISE LLC; 57 S. Trowell Ave., Umatilla, FL 32784; facilitate receipt of client payments and preparation of taxes; Chief Financial Officer; 7/2018. Not investment related. 2 hours per month; zero hours per month during trading hours. 2. SECO Energy; 330 South U.S. Highway 301, Sumterville, FL 33585, non-investment related; Trustee; 8-10 hours per month; attend Board meetings; Also holds position Secretary/Treasurer.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-04