# MORGAN HOLTON SMITH

MORGAN HOLTON SMITH is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with WORTHPOINTE.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CONSTITUTION WEALTH LLC](https://search.stillhousedata.com/firm/313916) | 2022-04-12 | 2025-12-31 | — |
| [WORTHPOINTE](https://search.stillhousedata.com/firm/143996) | 2010-08-23 | present | Yes |
| [TROVENA, LLC.](https://search.stillhousedata.com/firm/120232) | 2010-03-04 | 2013-12-31 | — |
| [EXENCIAL WEALTH ADVISORS](https://search.stillhousedata.com/firm/130475) | 2007-10-10 | 2010-02-19 | — |
| [MILLER/RUSSELL & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/131483) | 2005-06-02 | 2007-09-11 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2004-08-17 | 2005-06-03 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2003-02-24 | 2004-07-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4620769)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4620769.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.