PATRICIA LANE MORGAN is an investment adviser representative (IAR) with state registration records since 1998, appearing at 3 firms. Currently registered with SPIRE WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SPIRE WEALTH MANAGEMENT, LLC | 2026-01-07 | present | Yes |
| SPIRE WEALTH MANAGEMENT, LLC | 2011-02-24 | 2025-12-31 | — |
| CLEARPATH WEALTH MANAGEMENT, LLC | 2009-03-09 | 2011-03-03 | — |
| CITIGROUP GLOBAL MARKETS INC. | 1998-09-21 | 2009-04-01 | — |