# William Henry Morgan

William Henry Morgan is an investment adviser representative (IAR) with state registration records since 2005, appearing at 8 firms. Currently registered with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC..

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [DEMPSEY LORD SMITH, LLC](https://search.stillhousedata.com/firm/141238) | 2026-01-16 | 2026-04-03 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2025-11-24 | present | Yes |
| [DEMPSEY LORD SMITH, LLC](https://search.stillhousedata.com/firm/141238) | 2018-08-14 | 2025-12-31 | — |
| [STRATOS WEALTH PARTNERS, LTD](https://search.stillhousedata.com/firm/153184) | 2012-05-03 | 2013-10-01 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2011-10-11 | 2018-08-27 | — |
| [UVEST FINANCIAL SERVICES GROUP, INC.](https://search.stillhousedata.com/firm/13787) | 2009-01-15 | 2011-10-11 | — |
| [FIRST HORIZON ADVISORS, INC.](https://search.stillhousedata.com/firm/17117) | 2007-07-27 | 2009-01-02 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2006-07-19 | 2007-06-19 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2005-12-14 | 2006-04-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4956067)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4956067.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.