Joann M Morford

Current Employers

Employment History

• 06/2003 → 07/2019
  Capital Financial Services, Inc.
  Minot, ND
• 07/2019 → Present
  Calton & Associates, Inc.
  Miller, SD

Previous Registrations

• 2017-03-14 → 2019-07-01
  Capital Financial Services, Inc.
  Minot, ND
  Miller, SD
  Miller, SD

Other Businesses

1) Name of Business: JoAnn Morford - Farm Land. Non-Investment related. Address: 1510 N Park View Place, Miller, SD 57362. Nature of Business: Rental farmland. Position/Title/Relationship: Owner/Sole Proprietor. Start Date: 10/01/2001. Hours per month: 0. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Owner and lease negotiator, as well as management of land. 2) Name of Business: Morford Financial Services. Investment related. Address: 1510 N Park View Place, Miller, SD 57362. Nature of Business: DBA for life insurance and fixed annuity. Position/Title/Relationship: Agent. Start Date: 04/01/2019. Hours per month: 1. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Sell fixed annuities and life insurance on a requested basis. 3) Name of Business: Steptoe Family Land Limited Partnership. Non-Investment related. Address: 1510 N Park View Place, Miller, SD 57362. Nature of Business: DBA for farm and pasture ground that is rented out. Position/Title/Relationship: Limited Partner and POA for General Partner. Start Date: 05/01/1994. Hours per month: 3. Hours per month during Securities trading hours: 0. Duties/Responsibilities: POA to help with management of the lease agreement and management of the maintenance buildings, fences, and grazing issues. 4)JoAnn Morford. Investment related. 1510 N. Park View Place Miller SD, 57362.Investment property for rental. Title: Owner. 09/02/2021. Hours per month:0. Duties: Working with an outside realtor to manage properties and updating fixtures. 5) Dakota Energy Co-operative, Inc. Non-Investment related. 40294 US-14, Huron, SD 57350. Director of rural electric cooperative. Position: Director. Start Date: 10/29/2024. Hours/month: 12. Hours/month during securities trading hours: 12. Board meetings are once a month, may attend outside meetings at different electric providers.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-06-10

Designations

Other Names

• Joann Marie Morfordburg