Craig Morningstar is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with IP FINANCIAL ADVISORY SERVICES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| IP FINANCIAL ADVISORY SERVICES LLC | 2025-01-24 | present | Yes |
| DYNAMIC ADVISOR SOLUTIONS LLC | 2011-06-08 | 2023-12-19 | — |
| SYNERGY INVESTMENT GROUP, LLC | 2004-07-26 | 2010-06-01 | — |
| CUE FINANCIAL GROUP, INC. | 2002-03-11 | 2002-06-11 | — |