# William S Morris

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..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [KCD FINANCIAL, INC.](https://search.stillhousedata.com/firm/127473) | 2026-07-30 | present | Yes |
| [CAPE INVESTMENT ADVISORY, INC.](https://search.stillhousedata.com/firm/146384) | 2020-04-06 | 2026-02-25 | — |
| [CALTON & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/20999) | 2016-06-21 | 2020-02-04 | — |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2009-03-26 | 2016-04-29 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2000-07-13 | 2009-03-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1793507)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1793507.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.