Katie R Morgan is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with JANNEY MONTGOMERY SCOTT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | 2022-12-06 | present | Yes |
| TRUIST ADVISORY SERVICES, INC. | 2021-02-17 | 2022-12-13 | — |
| BB&T SECURITIES, LLC | 2018-10-23 | 2021-02-17 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2017-01-17 | 2018-10-29 | — |
| BB&T SECURITIES, LLC | 2014-12-22 | 2016-12-27 | — |
| UBS FINANCIAL SERVICES INC. | 2008-05-06 | 2014-12-22 | — |