MORGAN HOLTON SMITH is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with WORTHPOINTE.
| Firm | From | To | Current |
|---|---|---|---|
| CONSTITUTION WEALTH LLC | 2022-04-12 | 2025-12-31 | — |
| WORTHPOINTE | 2010-08-23 | present | Yes |
| TROVENA, LLC. | 2010-03-04 | 2013-12-31 | — |
| EXENCIAL WEALTH ADVISORS | 2007-10-10 | 2010-02-19 | — |
| MILLER/RUSSELL & ASSOCIATES, INC. | 2005-06-02 | 2007-09-11 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2004-08-17 | 2005-06-03 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2003-02-24 | 2004-07-26 | — |