# CRAIG PATRICK MORGAN

CRAIG PATRICK MORGAN is an investment adviser representative (IAR) with state registration records since 2001, appearing at 8 firms. Currently registered with COLMINA, LLC.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [COLMINA, LLC](https://search.stillhousedata.com/firm/289191) | 2026-06-26 | present | Yes |
| [DORADO FINANCIAL PLANNING](https://search.stillhousedata.com/firm/314922) | 2021-08-11 | 2022-12-31 | — |
| [COLMINA, LLC](https://search.stillhousedata.com/firm/289191) | 2021-02-12 | 2021-05-04 | — |
| [EK RILEY INVESTMENTS, LLC](https://search.stillhousedata.com/firm/121003) | 2015-06-16 | 2017-01-05 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2009-03-16 | 2015-02-17 | — |
| [GREENBOOK INVESTMENT MANAGEMENT, INC.](https://search.stillhousedata.com/firm/131563) | 2005-01-04 | 2007-07-16 | — |
| [XELAN FINANCIAL PLANNING, INC.](https://search.stillhousedata.com/firm/123794) | 2004-10-12 | 2004-12-31 | — |
| [EK RILEY ADVISORS, LLC](https://search.stillhousedata.com/firm/124573) | 2004-09-09 | 2004-10-07 | — |
| [XELAN FINANCIAL PLANNING, INC.](https://search.stillhousedata.com/firm/123794) | 2003-01-13 | 2004-07-26 | — |
| [XELAN INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/111870) | 2001-12-13 | 2003-01-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/339858)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/339858.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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