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William David Morrison

Highland Investment Advisors LLC

Ponte Vedra, FL

Brookfield, WI

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Current Employers
Highland Investment Advisors Llc

466 Town Plaza Ave Ste 330, Ponte Vedra, FL 32081 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-05-08
  • WI RA
    APPROVED
    Since 2024-05-08

Branch Locations

466 Town Plaza Ave Ste 330, Ponte Vedra, FL 32081 • United States

175 Patrick Blvd. Suite 120, Brookfield, WI 53045 • 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
Highland Investment Advisors Milwaukee WI 05/2013 Present
  • 05/2013 → Present
    Highland Investment Advisors
    Milwaukee, WI
Previous Registrations
  • 2015-01-13 → 2020-12-31
    Fund Management Corp.
    Mequon, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-29
  • S65 Uniform Investment Adviser Law Examination
    2012-06-29

View on SEC IAPD

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