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Theron Marshall Morgan

Avidity Capital

Hanford, CA

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Current Employers
Avidity Capital

217 N Irwin St, Hanford, CA 93230 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

217 N Irwin St, Hanford, CA 93230 • 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
Morgan Wealth Management Dinuba CA 05/2014 10/2018
Lpl Financial Dinuba CA 04/2014 Present
Lpl Financial San Diego CA 12/2018 04/2021
Avidity Capital Inc. Dinuba CA 04/2021 Present
  • 05/2014 → 10/2018
    Morgan Wealth Management
    Dinuba, CA
  • 04/2014 → Present
    Lpl Financial
    Dinuba, CA
  • 12/2018 → 04/2021
    Lpl Financial
    San Diego, CA
  • 04/2021 → Present
    Avidity Capital Inc.
    Dinuba, CA
Previous Registrations
Other Businesses

I am planning on establishing an LLC to do consulting work for other investment advisory firms.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-13
  • S66 Uniform Combined State Law Examination
    2018-04-13

View on SEC IAPD

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CONCORDE ASSET MANAGEMENT, LLC
FIRST COMMAND ADVISORY SERVICES
GLOBAL RETIREMENT PARTNERS LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC

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SUSAN KATHERINE TACKETT
JULIE MARIE WILLIAMS
Kimberly Lopez Cortez
BRAHM JACOB ROSSITER
MARCUS HIRO SASAKI

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Hanford, CA
CITIGROUP GLOBAL MARKETS INC. · Hanford, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HANFORD, CA
CONCORDE ASSET MANAGEMENT, LLC · Hanford, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Hanford, CA
FIRST COMMAND ADVISORY SERVICES · Lemoore, CA
GLOBAL RETIREMENT PARTNERS LLC · Lemoore, CA
OSAIC WEALTH, INC. · KINGSBURG, CA

More in Hanford, CA

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