DAVID BALDWIN MORGAN is an investment adviser representative (IAR) with state registration records since 2001, appearing at 6 firms. Currently registered with HEIRLOOM WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| HEIRLOOM WEALTH MANAGEMENT LLC | 2026-01-06 | present | Yes |
| ROSEL WEALTH MANAGEMENT, LLC | 2017-12-15 | 2026-01-16 | — |
| PKS ADVISORY SERVICES, LLC | 2017-11-02 | 2018-01-04 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2017-11-06 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2009-02-20 | 2009-06-01 | — |
| UBS FINANCIAL SERVICES INC. | 2001-03-01 | 2009-03-03 | — |