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Joseph Douglas Morris

The Millstone Evans Group, LLC

Denver, CO

Boulder, CO

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Current Employers
The Millstone Evans Group, Llc

4940 Pearl East Circle Suite 302, Boulder, CO 80301 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-04-01
TX RA APPROVED 2025-04-01
  • CO RA
    APPROVED
    Since 2025-04-01
  • TX RA
    APPROVED
    Since 2025-04-01

Branch Locations

1401 17Th St Suite 300, Denver, CO 80202 • United States

4940 Pearl East Circle Suite 302, Boulder, CO 80301 • 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
Whole Foods Market Boulder CO 05/2021 08/2021
Self Employed Denver CO 12/2020 04/2022
University Of Colorado Boulder Boulder CO 08/2018 05/2022
Front Range Recreation Centennial CO 05/2018 07/2019
Transamerica Capital Inc Denver CO 06/2022 10/2022
Cherry Creek High School Greenwood Village CO 08/2014 05/2018
Transamerica Capital Inc Denver CO 10/2022 04/2024
The Millstone Evans Group, Inc. Denver CO 04/2024 04/2025
The Millstone Evans Group, Inc. Denver CO 04/2025 02/2026
The Millstone Evans Group, Inc. Denver CO 02/2026 Present
  • 05/2021 → 08/2021
    Whole Foods Market
    Boulder, CO
  • 12/2020 → 04/2022
    Self Employed
    Denver, CO
  • 08/2018 → 05/2022
    University Of Colorado Boulder
    Boulder, CO
  • 05/2018 → 07/2019
    Front Range Recreation
    Centennial, CO
  • 06/2022 → 10/2022
    Transamerica Capital Inc
    Denver, CO
  • 08/2014 → 05/2018
    Cherry Creek High School
    Greenwood Village, CO
  • 10/2022 → 04/2024
    Transamerica Capital Inc
    Denver, CO
  • 04/2024 → 04/2025
    The Millstone Evans Group, Inc.
    Denver, CO
  • 04/2025 → 02/2026
    The Millstone Evans Group, Inc.
    Denver, CO
  • 02/2026 → Present
    The Millstone Evans Group, Inc.
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-13
S63 Uniform Securities Agent State Law Examination 2022-11-16
  • S65 Uniform Investment Adviser Law Examination
    2025-01-13
  • S63 Uniform Securities Agent State Law Examination
    2022-11-16
Other Names
  • Joe Morris
  • Joseph Morris

View on SEC IAPD

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EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
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