JOSEPH ADAM MORGAN is an investment adviser representative (IAR) with state registration records since 2007, appearing at 3 firms. Currently registered with UNITED CAPITAL FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2013-07-01 | present | Yes |
| C5 WEALTH MANAGEMENT, LLC | 2008-10-07 | 2013-07-01 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2007-07-12 | 2008-09-02 | — |