DAVID A MORRIS is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with KINGSWOOD WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| KINGSWOOD WEALTH ADVISORS, LLC | 2023-05-17 | present | Yes |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2021-07-09 | 2023-05-10 | — |