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Adam Gregory Morse

Fortify Financial

Allen, TX

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Current Employers
Fortify Financial

Allen, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-22
  • TX RA
    APPROVED
    Since 2026-01-22

Branch Locations

Allen, TX • 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
Assetbuilder Plano TX 03/2014 12/2025
Fortify Financial Llc Allen TX 12/2025 Present
  • 03/2014 → 12/2025
    Assetbuilder
    Plano, TX
  • 12/2025 → Present
    Fortify Financial Llc
    Allen, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-06
  • S65 Uniform Investment Adviser Law Examination
    2014-05-06

View on SEC IAPD

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