Alexander Scott Morphet

Current Employers

Employment History

• 09/2008 → 05/2018
  Lpl Financial, Llc
  Hyde Park, NY
• 09/2008 → 05/2018
  Hudson Valley Fed Credit Union
  Poughkeepsie, NY
• 06/2018 → 06/2022
  Infinex Investments, Inc.
  Meriden, CT
• 06/2018 → 06/2022
  Rhinebeck Bank
  Montgomery, NY
• 06/2022 → Present
  Thrivent Investment Management Inc
  Poughkeepsie, NY
• 07/2022 → 11/2022
  Thrivent Financial
  Appleton, WI
• 11/2022 → Present
  Thrivent Financial
  Appleton, WI

Previous Registrations

• 2019-09-11 → 2022-06-21
  Osaic Institutions, Inc.
  Poughkeepsie, NY
  Hyde Park, NY

Other Businesses

MIRROR LAKE RETREAT POSITION: Activities Coordinator NATURE: Mirror Lake is a camp for housing and activities for groups, individuals and organizations as a place to stay overnight and have camp activities to participate in such as fishing, boating, and sports activities INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 0 START DATE: 05/25/2024 ADDRESS: 64 White Drive, Milan NY 12571, United States DESCRIPTION: I will be coordinating different areas of the camp to make sure they have the supplies and resources needed. For example providing firewood to a camp location, directing people where activities are, making sure the locations have ample staff support. I will not be handling money or scheduling or staffing responsibilities. I will be ensuring all activities available at this camp are running smooth and directing any issues to the camp director. HUDSON VALLEY BRIDGE BUILDERS POSITION: Officer NATURE: This organization has an annual youth summer camp where we go into the community and complete local service projects and have worship services and games. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 2381 New Hackensack Rd, Poughkeepsie NY 12603, United States DESCRIPTION: This role would give me the ability to vote on budgets and camp expenditures.I will not be in a Treasurer position, will not handle checks or funds nor be a signer on any accounts. FRIENDS OF SENIORS POSITION: Treasurer NATURE: We coordinate rides to doctors visits for seniors without means of transportation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 2 START DATE: 02/20/2020 ADDRESS: 9 Vassar Street # 24, Poughkeepsie NY 12601, United States DESCRIPTION: Review balance sheetsReview monthly bank statementsVote on day-to-day opertational decisions

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-10
• S63 Uniform Securities Agent State Law Examination
  2008-10-21

Other Names

• Alexander Morphet