Kurt Evan Morgan

Current Employers

Employment History

• 03/2001 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 12/2002 → 03/2017
  The Morgan Group
  Portland, OR
• 10/2010 → 03/2017
  Domination Fitness Llc
  Beaverton, OR
• 06/2007 → 03/2017
  Desert River Capital Llc
  Arvada, CO
• 02/2012 → 03/2017
  Visalus Sciences
  Troy, MI
• 08/2024 → Present
  Osaic Wealth, Inc.
  Beaverton, OR
• 05/2020 → Present
  Tmg Wealth Advisors Inc
  Beaverton, OR

Previous Registrations

• 2001-04-13 → 2003-06-02
  Triad Advisors Llc
  Portland, OR
  Beaverton, OR
  Porland, OR
  Porland, OR

Other Businesses

1. TMG Wealth Advisors, Inc.; INVESTMENT RELATED; 14631 SW Millikan Way #68, Beaverton, OR 97003; INSURANCE GENERAL AGENT; GENERAL AGENT; 12/2002/ 5HOURS/MO.;.25/TRADE DAY; COMMISSIONS; VARIABLE INSURANCE CARRIERS. 2. TMG Wealth Advisors, INC.; INVESTMENT RELATED; 14631 SW Millikan Way #68, Beaverton, OR 97003; REGISTERED INVESTMENT ADVISORY FIRM; PRESIDENT/REGISTERED INVESTMENT ADVISOR; 12/2002; 160/MO; 4 HOURS/ TRAD DAY.; SALARY/AUM FEES; FINANCIAL & INVESTMENT PLANNING, ACCOUNT REVIEWS & ANALYSIS, PORTFOLIO ALLOCATIONS, IMPLEMENTATION STRATEGIES 3 )Antioch House;not investment related;330 NW 23rd Ave,Corvallis,OR 97330;non-profit housing Christian cooperative residence;member of advisory board;10/1/2020;1 hr/month;0 hrs during trading;volunteer member of non-profit's advisory board,alumni advisor connecting house's prior residents to those currently living there and how alumni can help service house's practical needs 3. ANTIOCH HOUSE POSITION: Board member NATURE: Antioch House is a non-profit Christian residential house. About 50 men live in the house while attending college. I am a non-paid member of their advisory board. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2017 ADDRESS: 330 NW 23rd Ave., Corvallis OR 97330, United States DESCRIPTION: I'm part of a 9-person advisory board which serves to assist the current house residents with issues pertaining to the support and function of the house itself. These issues could relate to physical house needs (ie: repair), relational or spiritual. All board members are non-paid and volunteer their time to support the functions of the house.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-16
• S63 Uniform Securities Agent State Law Examination
  1987-05-13