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Morgan Story Holmes

Osaic Wealth, Inc.

Auburn, AL

Osaic Advisory Services, LLC

Auburn, AL

Atlanta, GA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-05-21
  • AL RA
    APPROVED
    Since 2026-05-21

Branch Locations

1859 Ogletree Rd, Auburn, AL 36830 • United States

Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-05-15
  • AL RA
    APPROVED
    Since 2026-05-15

Branch Locations

1859 Ogletree Rd, Auburn, AL 36830 • United States

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 12/2018 01/2026
Crc Insurnace Birmingham AL 06/2017 11/2018
College - Auburn Auburn AL 07/2013 05/2017
20/20 Wealth Management Group Auburn AL 04/2014 05/2017
Osaic Wealth, Inc. Birmingham AL 12/2025 Present
  • 12/2018 → 01/2026
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Birmingham, AL
  • 06/2017 → 11/2018
    Crc Insurnace
    Birmingham, AL
  • 07/2013 → 05/2017
    College - Auburn
    Auburn, AL
  • 04/2014 → 05/2017
    20/20 Wealth Management Group
    Auburn, AL
  • 12/2025 → Present
    Osaic Wealth, Inc.
    Birmingham, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-11
  • S66 Uniform Combined State Law Examination
    2026-05-11
Other Names
  • Morgan Briana Story
  • Morgan B Story
  • Morgan Story

View on SEC IAPD

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CHRISTOPHER BLAKE PRESTRIDGE
Benjamin Graham Presley
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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Auburn, AL
COLLECTIVE CAPITAL VENTURES · AUBURN, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Auburn, AL
OSAIC ADVISORY SERVICES, LLC · AUBURN, AL
EDWARD JONES · AUBURN, AL
LPL FINANCIAL LLC · AUBURN, AL
LPL FINANCIAL LLC · Auburn, AL
EDWARD JONES · AUBURN, AL

More in Auburn, AL

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