CRAIG PATRICK MORGAN is an investment adviser representative (IAR) with state registration records since 2001, appearing at 8 firms. Currently registered with COLMINA, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| COLMINA, LLC | 2026-06-26 | present | Yes |
| DORADO FINANCIAL PLANNING | 2021-08-11 | 2022-12-31 | — |
| COLMINA, LLC | 2021-02-12 | 2021-05-04 | — |
| EK RILEY INVESTMENTS, LLC | 2015-06-16 | 2017-01-05 | — |
| USAA FINANCIAL PLANNING SERVICES | 2009-03-16 | 2015-02-17 | — |
| GREENBOOK INVESTMENT MANAGEMENT, INC. | 2005-01-04 | 2007-07-16 | — |
| XELAN FINANCIAL PLANNING, INC. | 2004-10-12 | 2004-12-31 | — |
| EK RILEY ADVISORS, LLC | 2004-09-09 | 2004-10-07 | — |
| XELAN FINANCIAL PLANNING, INC. | 2003-01-13 | 2004-07-26 | — |
| XELAN INVESTMENT SERVICES, INC. | 2001-12-13 | 2003-01-16 | — |