Carter Samuel Morris appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Carter Samuel Morris appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | DATALIGN ADVISORY, INC. | CHIEF COMPLIANCE OFFICER | CAMBRIDGE, MA |
| — | Form ADV | FIRST TRUST DIRECT INDEXING L.P. | CCO | BOSTON, MA |