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Amanda Mariea Morris

Familywealth

Dallas, TX

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Current Employers
Familywealth

255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-07-17
WA RA APPROVED 2019-07-16
  • TX RA
    APPROVED
    Since 2019-07-17
  • WA RA
    APPROVED
    Since 2019-07-16

Branch Locations

1601 Elm Street, Suite 4310, Dallas, TX 75201 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 05/2011 04/2017
Bank Of America, N.A. Seattle WA 06/2006 04/2017
Securities America, Inc. Tacoma WA 04/2017 11/2018
Verus Capital Parnters Tacoma WA 04/2017 11/2018
Summit Wealth Strategies Dba Golden Rule Wealth Management Plano TX 03/2019 07/2019
Umemployed Plano TX 12/2018 02/2019
Familywealth Advisers Dallas TX 07/2019 Present
  • 05/2011 → 04/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Seattle, WA
  • 06/2006 → 04/2017
    Bank Of America, N.A.
    Seattle, WA
  • 04/2017 → 11/2018
    Securities America, Inc.
    Tacoma, WA
  • 04/2017 → 11/2018
    Verus Capital Parnters
    Tacoma, WA
  • 03/2019 → 07/2019
    Summit Wealth Strategies Dba Golden Rule Wealth Management
    Plano, TX
  • 12/2018 → 02/2019
    Umemployed
    Plano, TX
  • 07/2019 → Present
    Familywealth Advisers
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-16
  • S66 Uniform Combined State Law Examination
    2009-01-16
Other Names
  • Amanda M Lacour
  • Amanda M Morris

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

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