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Morgan Lindsay

Charles Schwab & Co., Inc.

Farmington, UT

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-10-10
  • UT RA
    APPROVED
    Since 2023-10-10

Branch Locations

215 N Union Ave, Farmington, UT 84025 • 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
Sleekfitness Clearfield UT 02/2014 12/2020
Signal Wealth Advisors Centerville UT 11/2017 09/2023
Charles Schwab & Co., Inc. Farmington UT 10/2023 Present
  • 02/2014 → 12/2020
    Sleekfitness
    Clearfield, UT
  • 11/2017 → 09/2023
    Signal Wealth Advisors
    Centerville, UT
  • 10/2023 → Present
    Charles Schwab & Co., Inc.
    Farmington, UT
Previous Registrations
  • 2018-08-17 → 2023-09-29
    Cwm, Llc
    Centerville, UT
    Omaha, NE
    Midvale, UT
    Salt Lake City, UT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-08-17
S65 Uniform Investment Adviser Law Examination 2018-08-16
  • S63 Uniform Securities Agent State Law Examination
    2023-08-17
  • S65 Uniform Investment Adviser Law Examination
    2018-08-16
Designations
Other Names
  • Morgan Snow

View on SEC IAPD

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