Sommer Mckenzie Morris

Current Employers

Employment History

• 03/2015 → 10/2020
  Morgan Stanley
  Montgomery, AL
• 06/2015 → 10/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2020 → 12/2025
  Private Client Services
  Montgomery, AL
• 10/2020 → Present
  Rfg Advisory, Llc
  Montgomery, AL

Previous Registrations

• 2015-05-26 → 2020-10-05
  Morgan Stanley
  Montgomery, AL

Other Businesses

1) ORDER OF FANTASIA. PO BOX 11207, MONTGOMERY, AL 36111. FRATERNAL/SOCIAL ORGANIZATION. PRESIDENT. CONDUCTS MEMBERSHIP MEETINGS. 1 HR/MO; 0 DURING TRADING HRS. 2) RENTAL PROPERTY. 2251 COUNTRY CLUB DRIVE, MONTGOMERY, AL 36106. RENTAL INCOME PROPERTY FOR INVESTMENT PURPOSES. OWNER-NO DUTIES. 0 HRS/MO; 0 DURING TRADING HRS. 3) RFG ADVISORY, LLC. 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL 35242. RIA. 4) META WEALTH MANAGEMENT, LLC DBA META PRIVATE WEALTH. 540 CLAY STREET, MONTGOMERY, AL 36104. FINANCIAL SERVICES. BRANDING/MARKETING/OVERALL BUSINESS IN WHICH TO FULFILL MY JOB DUTIES IN PARTNERSHIP/AFFILIATION WITH RFG ADVISORY TO MANAGEMENT MY CLIENTS. 160 HRS/MO; 160 DURING TRADING HRS. 5) NOTARY COMMISSION. 540 CLAY STREET, SUITE E, MONTGOMERY, AL 36104. NOTARY PUBLIC FOR THE STATE AT LARGE. NOTARY. PROVIDE NOTARY SERVICES. 6) TAX PREPERATION. 2421 HAWTHORN DRIVE, MONTGOMERY, AL 36111. ASSISTING JIM SUMPTER WITH TAX PREPERATION. ORGANIZING AND ENTERING TAX DATE INTO SOFTWARE. 80 HRS/MO; 40 DURING TRADING HRS. NOT INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2015-05-26

Other Names

• Sommer Noel Mckenzie