Craig Patrick Morgan

Current Employers

Colmina, Llc

2212 Queen Anne Avenue North #931, Seattle, WA 98109 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-06-26

CO RA
APPROVED

Since 2026-06-26

Branch Locations

Colorado Springs, CO • United States

2212 Queen Anne Avenue North #931, Seattle, WA 98109 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
E.K. Riley Investments, Llc	Seattle	WA	03/2015	01/2017
Innovative Adviser Solutions, Llc	Seattle	WA	01/2021	05/2021
Retired	Colorado Springs	CO	02/2017	12/2020
Dorado Financial Planning, Llc	Colorado Springs	CO	04/2021	12/2022
Retired	Colorado Springs	CO	01/2023	08/2023
Innovative Adviser Solutions, Llc	Seattle	WA	08/2023	Present

03/2015 → 01/2017

E.K. Riley Investments, Llc

Seattle, WA
01/2021 → 05/2021

Innovative Adviser Solutions, Llc

Seattle, WA
02/2017 → 12/2020

Retired

Colorado Springs, CO
04/2021 → 12/2022

Dorado Financial Planning, Llc

Colorado Springs, CO
01/2023 → 08/2023

Retired

Colorado Springs, CO
08/2023 → Present

Innovative Adviser Solutions, Llc

Seattle, WA

Previous Registrations

2021-08-11 → 2022-12-31

Dorado Financial Planning

Colorado Springs, CO
2021-02-12 → 2021-05-04

Colmina, Llc

Seattle, WA

Colorado Springs, CO
2015-06-16 → 2017-01-05

Ek Riley Investments, Llc

Colorado Springs, CO

Seattle, WA

Seattle, WA
2009-03-16 → 2015-02-17

Usaa Financial Planning Services

San Antonio, TX

Colorado Springs, CO
2005-01-04 → 2007-07-16

Greenbook Investment Management, Inc.

Anchorage, AK
2004-10-12 → 2004-12-31

Xelan Financial Planning, Inc.

Anchorage, AK
2004-09-09 → 2004-10-07

Ek Riley Advisors, Llc

Anchorage, AK
2003-01-13 → 2004-07-26

Xelan Financial Planning, Inc.

Anchorage, AK
2001-12-13 → 2003-01-16

Xelan Investment Services, Inc.

Puyallup, WA

Other Businesses

MORGAN LTD-NON INVESTMENT RELATED; OKLAHOMA CITY, OK;REAL ESTATE DEVELOPMENT AND LAND LEASES; OWNER/PARTNER; 05/97; 2 HRS/MO; DECISION MAKING ROLE. MAX V MORGAN INVESTMENTS-NON INVESTMENT RELATED; OKLAHOMA CITY, OK;OWNS REAL ESTATE; OWNER/PARTNER; 05/97; 2 HRS/MO; DECISION MAKING ROLE.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-02-19
S63	Uniform Securities Agent State Law Examination	1996-08-05

S65 Uniform Investment Adviser Law Examination

1998-02-19
S63 Uniform Securities Agent State Law Examination

1996-08-05

Designations

View on SEC IAPD