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Palm Coast, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-09-25 |
| GA | RA | APPROVED | 2011-11-30 |
| FL | RA | APPROVED | 2011-08-15 |
Branch Locations
Palm Coast, FL • United States
801 International Drive Suite 500, Lake Mary, FL 32746 • United States
309 Ne 1St Street, Gainesville, FL 32601 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Estate Plan - Reap | Flagler Beach | FL | 12/2025 | Present |
| Reap, Llc | Flagler Beach | FL | 10/2001 | Present |
| Simplicity Wealth | Summit | NJ | 12/2025 | Present |
David Morgan; not investment related; P.O Box 2323, Flagler Beach FL 32136; Registered Insurance Agent; 10/01/2001; the approximate number of hours/month you devote to the other during business trading hours 5; Fixed & insurance products such as FIA's. Retirement Estate Plan - REAP LLC; not investment related; P.O Box 2323, Flagler Beach FL 32136; Insurance Sales/Owner; 10/01/2001; the approximate number of hours/month you devote to the other during business trading hours 5; Fixed & insurance products such as FIA's. David Morgan owns three residential properties as part of a personal real estate investment activity. These properties are privately held for personal investment purposes only. The advisor does not engage in real estate brokerage, property management services for others, or any real estate-related business on behalf of third parties. This activity is conducted outside of and does not relate to the advisor's responsibilities with the firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-04 |
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