Lauren Celeste Morgan

Current Employers

Employment History

• 08/2014 → 10/2017
  Ubs Financial Services Inc.
  Dayton, OH
• 10/2017 → 09/2018
  Raymond James Financial Services,Inc
  Dayton, OH
• 10/2017 → 09/2018
  Raymond James Financial Services Advisors Inc.
  Dayton, OH
• 09/2018 → 03/2020
  Ameriprise Financial Services, Inc
  Dayton, OH
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Miamisburg, OH

Previous Registrations

• 2017-10-18 → 2018-09-11
  Raymond James Financial Services Advisors, Inc
  Dayton, OH
• 2016-07-29 → 2017-10-20
  Ubs Financial Services Inc.
  Miamisburg, OH

Other Businesses

Business Ownership; SPLC Holdings LLC; Owner; Manage Ameriprise Business; 833 Schrubb Dr, , DAYTON, OH, 45429-1344; Investment-Related; 10/27/2025; 1 to 9 hours per month; 0 during trading hours / Walsh Legacy LLC; Co-owner; Manage Ameriprise Business; 2835 Miami Village Dr, , Miamisburg, OH, 45342; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; The Women's Board of Dayton Children's Hospital; Board Member; 1 Children's Plaza, , Dayton, OH, 45404; Not Investment-Related; 08/31/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Beyond Wealth Advisors LLC; Financial Advisor - to maintain client relationships, give advice on investment products, build and maintain financial plans.; This is the LLC that our franchise owner, Joshua Lake, has set up for franchise payroll and benefits.; 2835 Miami Village Dr, Suite 101, Miamisburg, OH, 45342; Investment-Related; 01/13/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2016-07-29

Other Names

• Lauren Morgan
• Lauren Celeste Runyon