Seth T Morsey

Current Employers

Employment History

• 10/2017 → Present
  Principal Life Insurance Company
  Roseville, CA
• 03/2016 → Present
  Principal Securities, Inc.
  Roseville, CA
• 08/2026 → Present
  Almond Valley Wealth Management
  Roseville, CA

Other Businesses

***HEALTH INSURANCE SALES, VARIOUS COMPANIES, 9/10-PRESENT, CA, NOT INVESTMENT RELATED. ***OUTSIDE INSURANCE, CA, BROKER, HEALTH, VISION, DENTAL GROUP AND INDIVIDUAL, 12/10-PRESENT, NOT INVESTMENT RELATED. ***OUTSIDE INSURANCE, LIFE, DI, FIXED ANNUITIES, LTC, 10/01/14. ***Seth T Morsey Inc.; Not Investment Related; Roseville, CA; Owner; Corporation set up to receive compensation from group individual and medicare related health insurance carriers.; Start Date: 04/01/2020; 12 hrs per month; 6 during trading hours. ***Seth T. Morsey Inc, Insurance Agency; Not Investment Related; Roseville, CA; Owner; Set up in order for corporation to receive compensation. No marketing of name.; Start Date: 09/24/2020; 70 hrs per month; 30 during trading hours. ***Rental Income; Not Investment Related; Roseville, CA; Owner; Owns properties and receives rental income.; Start Date: 07/15/2015; 6 hrs per month; 2 during trading hours. **8220 BELVEDERE LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 07/29/2026 ADDRESS: 1420 E Roseville PKWY, 140 311, ROSEVILLE CA 95661, United States DESCRIPTION: This is an LLC for my commercial building that is a rental. Seth Morsey and his wife are the sole owners. No other investors or solicitation for investors are involved. **INSURANCE / Almond Valley Wealth Management (DBA) POSITION: Senior Financial Representative, Principal Securities Registered Representative NATURE: Fee based financial planning, life insurance/annuities, mutual funds/securities/VA/VL, DI/A&H insurance, financial strategies, Seminars INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/14/2026 ADDRESS: 2998 Douglas Blvd Suite 330, Roseville CA 95661, United States DESCRIPTION: DBA. Fee based financial planning, life insurance/annuities, mutual funds/securities/VA/VL, DI/A&H insurance, financial strategies, Seminars.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-30
• S63 Uniform Securities Agent State Law Examination
  2010-07-30