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Kaitlyn Ann-Crawley Morgan

Seros Wealth Partners

Gilbert, AZ

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Current Employers
Seros Wealth Partners

155 E Rivulon Blvd Suite 304, Gilbert, AZ 85297 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-02-17
  • AZ RA
    APPROVED
    Since 2026-02-17

Branch Locations

155 E Rivulon Blvd Suite 304, Gilbert, AZ 85297 • 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
Viori Beauty Orem UT 09/2021 06/2023
Quitsmoking.cOm Gilbert AZ 10/2013 02/2017
Sevensuede Investments Gilbert AZ 06/2023 02/2026
Seros Financial Tempe AZ 02/2026 Present
Unemployed Gilbert AZ 03/2017 08/2021
  • 09/2021 → 06/2023
    Viori Beauty
    Orem, UT
  • 10/2013 → 02/2017
    Quitsmoking.cOm
    Gilbert, AZ
  • 06/2023 → 02/2026
    Sevensuede Investments
    Gilbert, AZ
  • 02/2026 → Present
    Seros Financial
    Tempe, AZ
  • 03/2017 → 08/2021
    Unemployed
    Gilbert, AZ
Previous Registrations
Other Businesses

Serenity Strategies LLC Gilbert, AZ Owner Business management entity since 12/2023 Not Investment Related Insurance Licensed Life, Health, DI, LTC and Non variable insurance sales Property and Casualty Insurance Licensed

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-08
  • S65 Uniform Investment Adviser Law Examination
    2023-08-08
Other Names
  • Katie Morgan
  • Katie Crawley
  • Kaitlyn Morgan

View on SEC IAPD

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Other Investors

DAVID BRUCE WATTS
MATTHEW CHAD WILLETT
Kimball E Gwilliam
Benjamin Cooper
DANIEL BRADFORD GWILLIAM
JEFFREY STEPHEN WATTS
JONATHAN MARK VEST
JEFFREY ALLEN FRYER

Other Offices

WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
CETERA INVESTMENT ADVISERS LLC · GILBERT, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Gilbert, AZ
EDWARD JONES · GILBERT, AZ
MONEY CONCEPTS CAPITAL CORP · GILBERT, AZ
BRIGHTGUIDE FINANCIAL · GILBERT, AZ
KINGSLEY WEALTH PARTNERS, INC. · GILBERT, AZ

More in Gilbert, AZ

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