# Leslie Ann Morgan

Leslie Ann Morgan is an investment adviser representative (IAR) with state registration records since 2004, appearing at 3 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2021-09-09 | present | Yes |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2011-09-20 | 2020-11-13 | — |
| [VALIC FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/42803) | 2004-03-02 | 2005-04-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4222441)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4222441.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.