William S Morris is an investment adviser representative (IAR) with state registration records since 2000, appearing at 5 firms. Currently registered with KCD FINANCIAL, INC..
| Firm | From | To | Current |
|---|---|---|---|
| KCD FINANCIAL, INC. | 2026-07-30 | present | Yes |
| CAPE INVESTMENT ADVISORY, INC. | 2020-04-06 | 2026-02-25 | — |
| CALTON & ASSOCIATES, INC. | 2016-06-21 | 2020-02-04 | — |
| INVEST FINANCIAL CORPORATION | 2009-03-26 | 2016-04-29 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2000-07-13 | 2009-03-31 | — |