# TERRENCE O'REILLY MORGAN

TERRENCE O'REILLY MORGAN is an investment adviser representative (IAR) with state registration records since 2008, appearing at 3 firms. Currently registered with OK401K, INC..

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [OK401K, INC.](https://search.stillhousedata.com/firm/286410) | 2018-05-08 | present | Yes |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2014-01-09 | 2017-12-31 | — |
| [WILBANKS SECURITIES ADVISORY](https://search.stillhousedata.com/firm/118304) | 2008-04-16 | 2014-01-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3052723)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3052723.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.