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Inactive

Brad Ian Morgan

Savvy

Cincinnati, OH

New York, NY

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Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-07-16
  • OH RA
    APPROVED
    Since 2024-07-16

Branch Locations

Cincinnati, OH • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • 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
Riverpoint Capital Management Cincinnati OH 09/2014 09/2018
Mariner Wealth Advisors, Llc Cincinnati OH 02/2018 07/2024
Savvy Cincinnati OH 07/2024 Present
  • 09/2014 → 09/2018
    Riverpoint Capital Management
    Cincinnati, OH
  • 02/2018 → 07/2024
    Mariner Wealth Advisors, Llc
    Cincinnati, OH
  • 07/2024 → Present
    Savvy
    Cincinnati, OH
Previous Registrations
  • 2018-02-26 → 2024-07-25
    Mariner
    Cincinnati, OH
  • 2014-12-22 → 2018-11-26
    Mariner Wealth Advisors
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-22
  • S65 Uniform Investment Adviser Law Examination
    2014-12-22
Designations

View on SEC IAPD

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