David Satterfield Morse

Current Employers

Element Wealth, Llc

800 Woodlands Pky Suite 201, Ridgeland, MS 39157 • United States

Current Registrations

Authority	Category	Status	Date
MS	RA	APPROVED	2025-05-16

MS RA
APPROVED

Since 2025-05-16

Branch Locations

800 Woodlands Pky Suite 201, Ridgeland, MS 39157 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Coker & Palmer	Jackson	MS	10/2000	05/2025
Element Wealth Llc	Ridgeland	MS	05/2025	Present

10/2000 → 05/2025

Coker & Palmer

Jackson, MS
05/2025 → Present

Element Wealth Llc

Ridgeland, MS

Previous Registrations

2017-10-13 → 2025-05-02

Coker & Palmer

Jackson, MS

Jackson, MS

Other Businesses

Morse Speech Pathology Services LLC 4614 Friar Circle Jackson MS 39211 CFO - 2 hr/month none during market hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-04-07
S63	Uniform Securities Agent State Law Examination	1985-09-19

S65 Uniform Investment Adviser Law Examination

1999-04-07
S63 Uniform Securities Agent State Law Examination

1985-09-19

Designations

View on SEC IAPD

Current Employers

Element Wealth, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews