# MORGAN DAVID KENNETH

MORGAN DAVID KENNETH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 13 filing roles across Form ADV (13).

## Filings (13)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [LBMC INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/108943) | SECRETARY, DIRECTOR | BRENTWOOD, TN |
| — | Form ADV | [FIRST PACIFIC ADVISORS, LP](https://search.stillhousedata.com/firm/141823) | CHIEF COMPLIANCE OFFICER | EL SEGUNDO, CA |
| — | Form ADV | [THOMAS J. HERZFELD ADVISORS, INC.](https://search.stillhousedata.com/firm/108369) | CHIEF COMPLIANCE OFFICER | MIAMI BEACH, FL |
| — | Form ADV | [903 PARTNERS LLC D/B/A CITYROCK VENTURE PARTNERS](https://search.stillhousedata.com/firm/288571) | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | [EDGEWOOD CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/164110) | CHIEF COMPLIANCE OFFICER | SOUTHPORT, CT |
| — | Form ADV | [RR ADVISORS, LLC](https://search.stillhousedata.com/firm/130609) | CHIEF COMPLIANCE OFFICER | DALLAS, TX |
| — | Form ADV | [EL MENUDO CUENTA LLC](https://search.stillhousedata.com/firm/328439) | CHIEF COMPLIANCE OFFICER | MIAMI, FL |
| — | Form ADV | [GLOVISTA INVESTMENTS LLC](https://search.stillhousedata.com/firm/146382) | ELECTED MANAGER; CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | JERSEY CITY, NJ |
| — | Form ADV | [LBMC EMPLOYEE BENEFITS GROUP, LLC](https://search.stillhousedata.com/firm/111613) | SECRETARY, DIRECTOR | BRENTWOOD, TN |
| — | Form ADV | [TREMONT REALTY MANAGEMENT, LLC](https://search.stillhousedata.com/firm/161811) | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | BOSTON, MA |
| — | Form ADV | [CAUSALITY GLOBAL INVESTORS LLC](https://search.stillhousedata.com/firm/315724) | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | [GLOVISTA INVESTMENTS ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/318405) | CHIEF COMPLIANCE OFFICER | JERSEY CITY, NJ |
| — | Form ADV | [COLLECTIVE RETIREMENT SOLUTIONS LLC](https://search.stillhousedata.com/firm/327798) | CHIEF COMPLIANCE OFFICER | BRYN MAWR, PA |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.