Page Michele Morgan

Current Employers

Employment History

• 06/2017 → 06/2021
  Goldman Sachs
  Dallas, TX
• 09/2015 → 05/2017
  Ernst And Young
  Dallas, TX
• 07/2021 → 09/2021
  Unemployed
  Dallas, TX
• 09/2021 → Present
  Morrison Financial
  Highland Village, TX
• 11/2021 → Present
  Centaurus Financial Inc.
  Anaheim, CA

Other Businesses

1. Power Stance Podcast, LLC, non-investment related, Highland Village, TX 75077, cohost of podcast, story telling, personal opinion, non-finance related, founder/cohost, since 02/2021, devoted time is 20 hours a month, content creation, scheduling, recording and editing segments. 2. PAGE MICHELE BLOG POSITION: Writer/Owner NATURE: Creative Writing INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 10/06/2023 ADDRESS: 11193 West 17th Avenue, Unit 305 Bldg. 10, Lakewood CO 80215, United States DESCRIPTION: This is a website I run to post my creative writing articles. There is no financial related advice. I create personal stories and post to my site. 3. MORRISON FINANCIAL POSITION: N/A NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2021 ADDRESS: 2570 Justin Rd, Suite #210, Highland Village TX 75077, United States DESCRIPTION: DBA is for branding purposes 4. MAXIMIZING STEWARDSHIP POSITION: Board Member NATURE: Maximizing Stewardship is a non-profit that creates financial stewardship educational material to be used by local churches. It does not provide investment or security related advice, rather it provides general financial guidelines in accordance with Biblical values. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/25/2024 ADDRESS: P.O. Box 270734, Flower Mound TX 75027, United States DESCRIPTION: I am a general board member of Maximizing Stewardship, who attends quarterly board meetings, reviews notes, and approves projects with other board members. I do not create the material or approve what is used. The board strictly approves budget decisions and reviews quarterly financial statements. I do not teach the material or am named as an author or contributor. 5. ISTORIA ACADEMY POSITION: General Board Member NATURE: Istoria Academy, education - a hybrid non-profit learning school. https://www.istoriaacademy.org/contactus INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2026, ADDRESS: 111 West Sunset, El Paso TX 79922, United States DESCRIPTION: I will be a general board member for a Christian based homeschool co-op that is a non-profit. Meetings are 4 times a year via zoom and I am an unpaid member. I will help vote on any major decisions and upcoming planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-21
• S63 Uniform Securities Agent State Law Examination
  2022-01-21

Other Names

• Page Kemp
• Page Michele Kemp