Charles Freeman Morgan

Current Employers

Employment History

• 11/1997 → Present
  Charles F Morgan Cpa Pc
  Lebanon, NH
• 02/2003 → 11/2022
  Securities America, Inc.
  Lavista, NE
• 01/2005 → 11/2022
  Securities America Advisors, Inc.
  Lavista, NE
• 11/2022 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 11/2022 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-01-31 → 2022-12-15
  Securities America Advisors, Inc.
  Lebanon, NH

Other Businesses

1.CSF OF LEBANON, NOT INVESTMENT RELATED, 15 DANA STREET, WEST LEBANON, NH 03784, VICE PRESIDENT, ATTEND 4-6 MEETINGS PER YEAR, ASSIST BOARD WHICH PERFORMS FUND RAISING ACTIVITIES TO ISSUE SCHOLARSHIPS TO LEBANON NH HIGH SCHOOL GRADUATES ATTEND COLLEGE, 1H/WEEK, SINCE 10/2016. 2.AHENA ASSOCIATES, LLC INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, MANAGING MEMBER, OWNER, IN CHARGE OF ALL RENTAL OPERATIONS, 1H/WEEK, SINCE 05/1999 3.JC MORGAN RESOURCES, LLC, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, OWNER, MANAGING MEMBER, 0H/WEEK, SINCE 1/2022. 4.CHARLES F MORGAN CPA PC, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, PRESIDENT, SOLE SHAREHOLDER, MANAGEMENT OF CPA FIRM, TAX PLANNING, PREPARATION FOR INDIVIDUALS, BUSINESSES, TRUSTS, ESTATES, NON-PROFITS, PREPARE FINANCIAL STATEMENTS, BUSINESS CONSULTING, 40H/WEEK, SINCE 11/1997 5.NOTARY PUBLIC, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, NOTARY PUBLIC, 1H/WEEK, SINCE 04/2001.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-28
• S63 Uniform Securities Agent State Law Examination
  1999-01-21

Designations