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153 W Patrick Street, Frederick, MD 21701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Crystal Beach | FL | 08/2014 | 08/2020 |
| Publix Supermarkets | Crystal Beach | FL | 08/2020 | 08/2021 |
| Tanney, Griffith, & Bresler P.A. | Clearwater | FL | 08/2021 | 07/2022 |
| Franciscan University Of Steubenville | Steubenville | OH | 08/2022 | 04/2024 |
| Turning Point Financial | Frederick | MD | 05/2024 | Present |
| Turning Point Benefit Group, Inc. | Frederick | MD | 05/2024 | Present |
Ryan Morisey is an independent licensed insurance agent. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Turning Point Financial always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any representative of Turning Point Financial in such individual's outside capacities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-27 |
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