Morgan Simon

Current Employers

Candide Group

1721 Broadway Suite 201, Oakland, CA 94612 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APP_PEND_IARCE	2026-01-01

CA RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

Oakland, CA • United States

1721 Broadway Suite 201, Oakland, CA 94612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Middlebury College	Monterey	CA	08/2014	09/2021
More Better Impact, Llc, Dba Pi Investments	Oakland	CA	06/2015	03/2017
Candide Group, Llc	Oakland	CA	03/2017	Present

08/2014 → 09/2021

Middlebury College

Monterey, CA
06/2015 → 03/2017

More Better Impact, Llc, Dba Pi Investments

Oakland, CA
03/2017 → Present

Candide Group, Llc

Oakland, CA

Other Businesses

Name of Business: The De-Carceration Fund Status: Investment-Related Address: 336 King of Prussia Road, Radnor, PA 19087 Nature: The De-Carceration Fund invests in and supports innovative enterprises working to alleviate the suffering caused by the U.S. criminal justice system. Position: Investment Committee Member Title: Investment Committee Member Start Date: 2022 Hours: 2 hours/month Duties: Vote on investments as an IC member.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-11-17

S65 Uniform Investment Adviser Law Examination

2016-11-17