Kathleen Marie Morton

Current Employers

Employment History

• 09/1993 → Present
  Melaleuca
  Sugar Grove, IL
• 10/2012 → Present
  Raymond James Financial Services, Inc.
  Geneva, IL
• 10/2012 → Present
  Raymond James Financial Services Advisors Inc.
  Geneva, IL
• 03/2015 → 11/2018
  Kathleen Morton
  Geneva, IL
• 11/2015 → 09/2018
  Isagenix International, Llc
  Sugar Grove, IL
• 07/2013 → Present
  Morton Private Wealth Strategies, Inc
  Sugar Grove, IL
• 07/2023 → Present
  Norwex
  Sugar Grove, IL

Previous Registrations

• 2012-09-04 → 2012-10-01
  Foresters Advisory Services, Llc
  Lombard, IL

Other Businesses

(1)Name of Business: Morton Private Wealth Strategies, Inc Address: 744 Tudor Ct, Sugar Grove, IL, 60554, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - Secretary Investment Related: No Start Date: 07/24/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% owner and secretary of corporation. Authorized to pay bills and record meeting minutes (2)Name of Business: Morton Properties, LLC Address: 744 Tudor Ct , Sugar Grove, IL, 60554, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/20/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Operate LLC to rent building to our DBA, Morton Private Wealth Strategies, Inc (3)Name of Business: Norwex Address: 744 Tudor CT, sugar grove, IL, 60554, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: No Start Date: 07/26/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am signing up as a preferred customer for 35% off products I use regularly. I will be technically listed as a consultant and receive products and discounts. May earn some commissions but do not plan on soliciting anyone on a regular basis.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-07-22

Designations

Other Names

• Kathleen Marie Scarfe
• Kathleen M Brassard
• Kathy Scarfe
• Kathleen M Morton