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Cory Taylor Morrison

Captrust

Brentwood, TN

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2022-12-22
  • TN RA
    APPROVED
    Since 2022-12-22

Branch Locations

5314 Maryland Way, Ste. 300, Brentwood, TN 37027 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 12/2017 06/2018
Arthritis Foundation Nashville TN 08/2016 12/2017
Lpl Financial Llc Nashville TN 08/2018 08/2020
Trustcore Investments, Llc Brentwood TN 08/2020 12/2020
Trustcore Financial Services, Llc Brentwood TN 08/2020 12/2022
Capfinancial Partners Llc (Captrust) Raleigh NC 12/2022 Present
Capfinancial Securities Llc Raleigh NC 12/2022 Present
  • 12/2017 → 06/2018
    Edward Jones
    St Louis, MO
  • 08/2016 → 12/2017
    Arthritis Foundation
    Nashville, TN
  • 08/2018 → 08/2020
    Lpl Financial Llc
    Nashville, TN
  • 08/2020 → 12/2020
    Trustcore Investments, Llc
    Brentwood, TN
  • 08/2020 → 12/2022
    Trustcore Financial Services, Llc
    Brentwood, TN
  • 12/2022 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 12/2022 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
  • 2020-09-11 → 2023-03-20
    Trustcore Financial Services, Llc
    Brentwood, TN
  • 2018-08-31 → 2020-09-24
    Lpl Financial Llc
    Brentwood, TN
    Lebanon, TN
    Nashville, TN
    Nashville, TN
    Mt. Juliet, TN
    Nashville, TN
    Antioch, TN
    Murfreesboro, TN
  • 2018-03-29 → 2018-06-05
    Edward Jones
    Nashville, TN
    Nashville, TN
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-24
  • S66 Uniform Combined State Law Examination
    2018-03-24
Designations

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CALDWELL ADVISORS, LLC
TRANQUILITY PARTNERS, LLC
EDWARD JONES
SANCTUARY ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK
RELEVANCE CAPITAL MANAGEMENT, LLC

Other Investors

BARRY KIRK MCCALL
BENJAMIN THOMAS BASS
STERLING AUSTIN COLEY
STEVE TU-RAN ALVERSON
AARON ALAN ZAUNER
David M Dorsett
BENTLEY YEISER LONDON
BILLY RAY CALDWELL

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BRENTWOOD, TN
CALDWELL ADVISORS, LLC · BRENTWOOD, TN
TRANQUILITY PARTNERS, LLC · BRENTWOOD, TN
EDWARD JONES · BRENTWOOD, TN
SANCTUARY ADVISORS, LLC · Brentwood, TN
TRUIST ADVISORY SERVICES, INC. · BRENTWOOD, TN
SANCTUARY ADVISORS, LLC · BRENTWOOD, TN
GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK · BRENTWOOD, TN

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