Tristen Morgan

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Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-03-01
FL	RA	APPROVED	2022-02-08

TX RA
APPROVED

Since 2022-03-01
FL RA
APPROVED

Since 2022-02-08

Branch Locations

846 S W Baya Drive, Lake City, FL 32025 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	11/2021	Present
Farmers Insurance	Lake City	FL	05/2019	10/2021
Aflac	Lake City	FL	04/2018	03/2021
First Federal Bank Of Florida	Lake City	FL	08/2012	01/2018

11/2021 → Present

Edward Jones

St Louis, MO
05/2019 → 10/2021

Farmers Insurance

Lake City, FL
04/2018 → 03/2021

Aflac

Lake City, FL
08/2012 → 01/2018

First Federal Bank Of Florida

Lake City, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-02-04

S66 Uniform Combined State Law Examination

2022-02-04

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

GULFCOAST FINANCIAL SERVICES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

PFS INVESTMENTS INC.

Other Investors

CLARENCE EWELL BROWN

ANGELA COOPER OGLESBY

LAUREN ASHLEY BEADLES

TAMMY DENISE HALL

Philip John Moses

CHARLES DAVID COWEN

Erin Moses Spiwak

Katie Rene Sessions

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKE CITY, FL

LPL FINANCIAL LLC · LAKE CITY, FL

EDWARD JONES · LAKE CITY, FL

GULFCOAST FINANCIAL SERVICES, INC. · LAKE CITY, FL

STATE FARM INVESTMENT MANAGEMENT CORP. · Lake City, FL

EDWARD JONES · LAKE CITY, FL

EDWARD JONES · LAKE CITY, FL

PFS INVESTMENTS INC. · MCALPIN, FL

More in Lake City, FL

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