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Cort Daniel Morris

Human Investing

Lake Oswego, OR

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Current Employers
Human Investing

6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-14
  • OR RA
    APPROVED
    Since 2025-01-14

Branch Locations

6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • 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
Human Investing Lake Oswego OR 05/2024 Present
Catalyst Seafood Brookings OR 05/2018 06/2019
Chetco Appliance Brookings OR 10/2019 08/2020
Wild River Pizza Brookings OR 05/2021 08/2021
Grocery Outlet Brookings OR 05/2022 08/2022
George Fox University Newberg OR 08/2022 04/2023
Edward Jones Roseburg OR 06/2023 08/2023
George Fox University Newberg OR 08/2023 04/2024
George Fox University Newberg OR 08/2020 05/2024
Brookings-Harbor High School Brookings OR 08/2016 06/2020
  • 05/2024 → Present
    Human Investing
    Lake Oswego, OR
  • 05/2018 → 06/2019
    Catalyst Seafood
    Brookings, OR
  • 10/2019 → 08/2020
    Chetco Appliance
    Brookings, OR
  • 05/2021 → 08/2021
    Wild River Pizza
    Brookings, OR
  • 05/2022 → 08/2022
    Grocery Outlet
    Brookings, OR
  • 08/2022 → 04/2023
    George Fox University
    Newberg, OR
  • 06/2023 → 08/2023
    Edward Jones
    Roseburg, OR
  • 08/2023 → 04/2024
    George Fox University
    Newberg, OR
  • 08/2020 → 05/2024
    George Fox University
    Newberg, OR
  • 08/2016 → 06/2020
    Brookings-Harbor High School
    Brookings, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-13
  • S65 Uniform Investment Adviser Law Examination
    2025-01-13
Other Names
  • Cort Morris

View on SEC IAPD

Other Firms

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NORTHMARQ FUND MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
RBC CAPITAL MARKETS, LLC
CWM, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PACIFIC RIDGE CAPITAL PARTNERS, LLC

Other Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI
Nicholas Jacob Hubert
Catherine A Groff
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY

Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

More in Lake Oswego, OR

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