# SHERRIL ANN MORSE

SHERRIL ANN MORSE is an investment adviser representative (IAR) with state registration records since 1998, appearing at 7 firms. Currently registered with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2025-08-12 | present | Yes |
| [KOVACK ADVISORS, INC.](https://search.stillhousedata.com/firm/140808) | 2023-01-12 | 2025-08-21 | — |
| [CETERA WEALTH SERVICES, LLC](https://search.stillhousedata.com/firm/13572) | 2021-05-20 | 2022-12-31 | — |
| [SUMMIT FINANCIAL GROUP INC](https://search.stillhousedata.com/firm/109485) | 2015-04-24 | 2021-05-20 | — |
| [STIFEL, NICOLAUS & COMPANY, INCORPORATED](https://search.stillhousedata.com/firm/793) | 2008-10-08 | 2015-05-05 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2007-08-20 | 2008-10-21 | — |
| [A. G. EDWARDS & SONS, INC.](https://search.stillhousedata.com/firm/4) | 1998-07-16 | 2007-08-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2562171)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2562171.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.
