Zachary Li Morse

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2026-01-02
VT	RA	APPROVED	2026-01-02
TX	RA	APPROVED	2024-05-23

Branch Locations

3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Tiaa	Frisco	TX	04/2024	Present
Tiaa-Cref Individual & Institutional Services, Llc	Frisco	TX	04/2024	Present
Ntt Data Services	Plano	TX	06/2022	04/2024
University Of North Texas	Denton	TX	05/2021	05/2022
Charter Spectrum	North Richland Hills	TX	12/2020	05/2021
University Of Colorado Boulder	Boulder	CO	08/2019	12/2020
Arby's	Fort Worth	TX	05/2019	08/2019
Oklahoma State University	Stillwater	OK	08/2016	05/2019

04/2024 → Present

Tiaa

Frisco, TX
04/2024 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Frisco, TX
06/2022 → 04/2024

Ntt Data Services

Plano, TX
05/2021 → 05/2022

University Of North Texas

Denton, TX
12/2020 → 05/2021

Charter Spectrum

North Richland Hills, TX
08/2019 → 12/2020

University Of Colorado Boulder

Boulder, CO
05/2019 → 08/2019

Arby's

Fort Worth, TX
08/2016 → 05/2019

Oklahoma State University

Stillwater, OK

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-22