Charles Randal Morris

Current Employers

Employment History

• 09/1982 → Present
  John Hancock Mutual Life Ins. Co.
  Jackson, MS
• 01/1992 → Present
  Connecticut Mutual Life Insurance Co.
  Jackson, MS
• 05/1993 → Present
  Manufacturers Life Insurnace Co.
  Birmingham, AL
• 11/2002 → Present
  Summit Wealth Group, Inc.
  Colorado Springs, CO
• 07/2005 → 05/2025
  Commonwealth Financial Network
  Waltham, MA
• 04/2025 → Present
  Summit Wealth Group Llc
  Colorado Springs, CO
• 05/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2005-07-05 → 2025-05-01
  Commonwealth Financial Network
  Lakewood, CO
  Scottsdale, AZ
  Colorado Springs, CO
  Ridgeland, MS
  Scottsdale, AZ
  Scottsdale, AZ
  Ridgeland, MS
  Colorado Springs, CO
  Madison, MS
  Scottsdale, AZ
• 2003-02-27 → 2009-06-12
  Summit Wealth Group, Inc.
  Colorado Springs, CO
• 1997-07-08 → 2004-11-11
  Efp Wealth Management
  Colorado Springs, CO

Other Businesses

1) Summit Wealth Group. Investment Related. At Registered Location. RIA. IAR. Start Date: 5/1/2025. 160 hrs/ month; all during trading hours. Service clients. 2) Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 5/1/2025. 1 hr/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3) PKSF. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 5/1/2025. 1 hr/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 4) Ponderosa Management LLC. Not Investment Related. 9290 E Thompson Peak Pkwy, Scottsdale, AZ 85255. Operating LLC. Owner. Start Date: 8/5/2020. 2 hrs/ month; none during trading hours. Company created for personal tax reasons 5) Barge Forest Products. Not Investment Related. PO Box 72 Macon, MS 39341. Commercial/ Management Services. Owner. Start Date: 5/21/2015. 4 hrs/ month; none during trading hours. Board Member and 5% Owner of family owned timber and sawmill company 6) Morris Partners, LP. Not Investment Related. PO Box 72 Macon, MS 39341. Commercial/ Management Services. Owner. Start Date: 7/12/2022. 2 hrs/ month; none during trading hours. An entity created for the purpose of Buying and managing timberland located in Noxubee County, MS 7) Commercial Rental Property. Not Investment Related. 13710 Struthers Road Colorado Springs, CO 80921. Real Estate Rental. Owner. Start Date: 12/5/2012. 1 hr/ month; none during trading hours. Joint owner of commercial property located at 13710 Struthers Road, Ste 115, Colorado Springs, CO 80921 8) Barge Timberlands International. Not Investment Related. PO Box 72 Macon, MS 39341. Commercial/ Management Services. Owner. Start Date: 4/11/2011. 2 hrs/ month; none during trading hours. Board Member and 11% Limited Partner in private timber company 9) Aspen Grove Consulting, LLC. Investment Related. 9290 E Thompson Peak Pkwy, Scottsdale, AZ 85255. Operating LLC. Owner. Start Date: 12/11/2018. 20 hrs/ month; 11 hrs/ month during trading hours. Pass through entity for investment advisory/wealth management compensation.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-03-01

Designations

Other Names

• C Randal Morris
• Randy Morris