Scott Russell Morgan

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2021-11-05
TX	RA	APPROVED	2021-11-05

MN RA
APPROVED

Since 2021-11-05
TX RA
APPROVED

Since 2021-11-05

Branch Locations

Northfield, MN • United States

1613 Southcross Dr W, Burnsville, MN 55306 • 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
Mml Investors Services, Llc	Minneapolis	MN	09/2008	10/2021
Massmutual Life Insurance Co	Minneapolis	MN	09/2008	10/2021
Morgan Planning Group, Llc	Burnsville	MN	04/2010	Present
Lpl Financial Llc	Burnsville	MN	10/2021	Present

09/2008 → 10/2021

Mml Investors Services, Llc

Minneapolis, MN
09/2008 → 10/2021

Massmutual Life Insurance Co

Minneapolis, MN
04/2010 → Present

Morgan Planning Group, Llc

Burnsville, MN
10/2021 → Present

Lpl Financial Llc

Burnsville, MN

Previous Registrations

2013-12-04 → 2021-11-10

Mml Investors Services, Llc

Minneapolis, MN

Burnsville, MN

Other Businesses

1)11/52021 - Morgan Planning Group, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - Burnsville, MN - Start: 06/2010 - 100 Hr/Mth 2)11/5/2021 - Morgan Planning Group, LLC,- Non-Variable Insurance -Insurance Agency/ owner- Inv Rel - Burnsville, MN - Start: 05/2015 - 12 Hr/Mth 3)11/5/2021 - MORGAN GARY R TRUST - Act in a Fiduciary Capacity - Inv Rel - At Reported Business Location(s) - Start: 05/2015 - 1 Hr/Mth 4)11/5/2021 - BRAXEL HOLDINGS, LLC - Real Estate Renta- owner - Inv Rel - Burnsville, MN 55306 - Start: 10/2019

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2009-03-11

S63 Uniform Securities Agent State Law Examination

2009-03-11

Other Names

Scott Morgan

View on SEC IAPD