JOEL RICHARD MORRIS is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with BRYN MAWR TRUST ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BRYN MAWR TRUST ADVISORS, LLC | 2023-07-06 | present | Yes |
| LAU ASSOCIATES LLC | 2015-07-09 | 2020-01-08 | — |
| JANNEY MONTGOMERY SCOTT LLC | 2007-08-28 | 2015-05-11 | — |
| VANTAGE POINT ADVISORS INC. | 2006-04-24 | 2007-08-09 | — |
| PRESTIGE WEALTH MANAGEMENT GROUP, LLC | 2004-10-14 | 2005-05-16 | — |
| LPL FINANCIAL LLC | 2004-09-29 | 2005-05-12 | — |
| SEI INVESTMENTS MANAGEMENT CORP | 2003-04-07 | 2004-09-13 | — |