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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-10-22
CA RA APPROVED 2017-01-25
  • TX RA
    APPROVED_RES
    Since 2019-10-22
  • CA RA
    APPROVED
    Since 2017-01-25

Branch Locations

3498 Telegraph Rd., Ventura, CA 93003 • United States

1215 Maricopa Rd., Ojai, CA 93023 • 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nashville Financial Services Pllc Nashville TN 09/2016 12/2016
Jpmorgan Securities Llc Ventura CA 01/2017 Present
Avondale Partners, Llc. Nashville TN 12/2016 12/2018
Devonlane Partners Llc Ventura CA 08/2025 Present
  • 09/2016 → 12/2016
    Nashville Financial Services Pllc
    Nashville, TN
  • 01/2017 → Present
    Jpmorgan Securities Llc
    Ventura, CA
  • 12/2016 → 12/2018
    Avondale Partners, Llc.
    Nashville, TN
  • 08/2025 → Present
    Devonlane Partners Llc
    Ventura, CA
Previous Registrations
  • 2016-09-15 → 2016-11-08
    Nashville Financial Services Pllc
    Nashville, TN
  • 2010-08-17 → 2016-08-17
    Avondale Partners, Llc
    Nashville, TN
    Nashville, TN
    Nashville, TN
  • 2009-09-24 → 2010-12-23
    Church Street Advisors Llc
    Franklin, TN
  • 2006-02-22 → 2008-05-21
    Church Street Advisors Llc
    Franklin, TN
Other Businesses

Entity Name: DevonLane Partners LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/04/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: real estate investment

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-08-21
S66 Uniform Combined State Law Examination 2006-02-02
  • S63 Uniform Securities Agent State Law Examination
    2010-08-21
  • S66 Uniform Combined State Law Examination
    2006-02-02
Other Names
  • David Lee Morris

View on SEC IAPD

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