David Morgan is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with REAP IN WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SIMPLICITY WEALTH LLC | 2026-01-13 | 2026-04-15 | — |
| COMPASS FINANCIAL MANAGEMENT LLC | 2025-08-21 | 2026-03-02 | — |
| REAP IN WEALTH MANAGEMENT, LLC | 2011-08-15 | present | Yes |
| BROOKSTONE CAPITAL MANAGEMENT LLC | 2008-06-11 | 2011-09-28 | — |
| REAP IN WEALTH MANAGEMENT, LLC | 2008-03-31 | 2008-12-31 | — |