Morgan R Ahrens

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-11-24

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	03/2015	02/2017
Bank Of America, N.A.	Jacksonville	FL	05/2015	02/2017
Southern Sandbox Llc	Ormond Beach	FL	02/2017	12/2017
Fidelity Brokerage Services Llc	Salt Lake City	UT	02/2018	07/2020
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	07/2020
E*Trade Securities Llc	Sandy	UT	12/2020	09/2023
E*Trade Capital Management Llc	Sandy	UT	12/2020	09/2023
Fedex	Salt Lake City	UT	09/2020	12/2020
Morgan Stanley	Tampa	FL	09/2023	03/2025
Full Time Education	Clearwater	FL	03/2025	09/2025
Charles Schwab & Co., Inc.	Eugene	OR	10/2025	Present
Charles Schwab Bank	Eugene	OR	10/2025	Present

03/2015 → 02/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
05/2015 → 02/2017

Bank Of America, N.A.

Jacksonville, FL
02/2017 → 12/2017

Southern Sandbox Llc

Ormond Beach, FL
02/2018 → 07/2020

Fidelity Brokerage Services Llc

Salt Lake City, UT
07/2018 → 07/2020

Fidelity Personal And Workplace Advisors

Boston, MA
12/2020 → 09/2023

E*Trade Securities Llc

Sandy, UT
12/2020 → 09/2023

E*Trade Capital Management Llc

Sandy, UT
09/2020 → 12/2020

Fedex

Salt Lake City, UT
09/2023 → 03/2025

Morgan Stanley

Tampa, FL
03/2025 → 09/2025

Full Time Education

Clearwater, FL
10/2025 → Present

Charles Schwab & Co., Inc.

Eugene, OR
10/2025 → Present

Charles Schwab Bank

Eugene, OR

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-05-11
S63	Uniform Securities Agent State Law Examination	2014-04-23

Other Firms