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11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-15 |
Branch Locations
505 Penn Street Suite 200, Reading, PA 19601 • United States
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Financial Corp | Wyomissing | PA | 11/2019 | 06/2020 |
| Lindenwold Advisors Inc. | Reading | PA | 07/2020 | Present |
| Dakota Wealth, Llc | Reading | PA | 12/2025 | Present |
| Branch Banking And Trust Company | Wyomissing | PA | 04/2016 | 11/2019 |
1) On a temporary and transitional basis, Mr. Morris will be dually registered as an investment advisor representative with Dakota Wealth, LLC and Lindenwold Advisors, Inc.. Dakota Wealth, LLC and Lindenwold Advisors, Inc. are not affiliated entities.
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