Carter Ashly Morrison

Current Employers

Employment History

• 11/2013 → 07/2017
  Western International Securities, Inc.
  Pasadena, CA
• 07/2017 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2017-07-21 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2015-01-02 → 2017-07-21
  Western International Securities, Inc.
  Santa Rosa, CA
  Roseville, CA
• 2014-02-14 → 2014-12-31
  Gbs Financial Corp.
  Roseville, CA
  Santa Rosa, CA
• 2013-12-23 → 2013-12-31
  Gbs Financial Corp.
  Roseville, CA
  Santa Rosa, CA
• 2003-07-30 → 2013-12-13
  Gbs Financial Corp.
  Sacramento, CA
  Sacramento, CA

Other Businesses

1. CROSSFIT ANYWHERE, PERSONAL TRAINING, SILENT PARTNER, NO COMPENSATION, 8 HOURS PER MONTH OUTSIDE OF BUSINESS HOURS 2. FIXED INSURANCE AND ANNUITY SALES. AGENT. START DATE 7/2017, WITH APFS. 3. AMERICAN PORTFOLIOS ADVISORS. RIA. FEE BASED ADVISORY BUSINESS. START DATE 7/2017.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-29
• S63 Uniform Securities Agent State Law Examination
  1985-01-16

Other Names

• Carter Ashley Morrison
• Carter Ashly Morrison
• Carter Morrison