George William Morris

Current Employers

Employment History

• 09/1986 → 01/2025
  Lincoln Financial Advisors Corporation
  Worthington, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Salem, OH

Previous Registrations

• 2000-01-01 → 2025-01-24
  Osaic Fa, Inc.
  Salen, OH
  Salem, OH

Other Businesses

1) MORRIS FINANCIAL GROUP, INC 272 PENN AVENUE SALEM, OHIO 44460 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT/HEALTH, GROUP INSURANCE BENEFITS, AND DISABILITY INSURANCE. START DATE: 11-1-90 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 2) MORRIS FINANCIAL GROUP, INC. POSITION: President NATURE: Morris Financial Group is an Employee Benefit Plan and Life Insurance Sales and Service agency. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/01/1990 ADDRESS: 272 Penn Avenue, Salem OH 44460, United States DESCRIPTION: My primary duties is day-to-day management of firm's employees with occasion to serve as a lead health broker on a group insurance case 3)G & T REALTY COMPANY LP POSITION: Partner - Limited NATURE: This is a family Limited Partnership established with my parents, George and Theresa Morris. They have 75% interest and I have 25% interest. Only purpose is ownership of building that houses corporation, Morris Financial Group who pays monthly rent to the FLP INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/1997 ADDRESS: 272 Penn Avenue, Salem OH 44460, United States DESCRIPTION: collect rent from tenant 4) SUSTAINABLE OPPORTUNITY DEVELOPMENT CENTER POSITION: President NATURE: They provide business development and EE training for business' in Salem, Ohio and surrounding areas. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2019 ADDRESS: 250 Pennsylvania Avenue, Salem OH 44460, United States DESCRIPTION: Member of the Exec Committee providing guidance and direction to Executive Directive. Have no day to day involvement in the organization ; receive no direct or indirect compensation ; sell no products thru this affiliation. 5) BOARD MEMBER-SALEM COMMUNITY CENTER POSITION: Board Member NATURE: Board member serving with quarterly meetings. No direct fund raising or any investment advice provided INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2019 ADDRESS: 1098 North Ellsworth Avenue, Salem OH 44460, United States DESCRIPTION: quarterly board meetings, review statistics and member usage, comment on budget 6)EXECUTOR FOR BONNIE BAIRD POSITION: Executor NATURE: My role will be as an executor for Bonnie Baird's last will and testament. My dad's sister has no children. I will have no direct investment work while she is living and she is not a current client. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2023 ADDRESS: 272 Penn Avenue, Salem OH 44460, United States DESCRIPTION: As the executor, I would perform all required duties to settle the estate to include final bill payments, sale of properties, and disbursement of proceeds, if she passes first as the will is written. My aunt's spouse also has an executor for his will so my responsibilities may be limited to none if she passes away first. 7)GEORGE W. MORRIS, III SUCCESSOR TTEE THERESA C. MORRIS REVOCABLE TRUST POSITION: Other (please explain) Successor TTEE NATURE: Estate Planning Document that I will serve as Successor TTEE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 272 Penn Ave, Salem OH 44460, United States DESCRIPTION: nothing until my mother passes away to serve as successor TTEE to her revocable trust 8)GEORGE W. MORRIS, III SUCCESSOR TTEE GEORGE W. MORRIS, JR REVOCABLE TRUST21 POSITION: Other (please explain) Successor TTEE NATURE: Estate Planning Documents that I will serve as successor TTEE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2013 ADDRESS: 272 Penn Avenue, Salem OH 44460, United States DESCRIPTION: to serve as successor TTEE of the Revocable trust

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-01-05