LACEY ANNE MORRISON is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with SUMMIT WEALTH GROUP LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT WEALTH GROUP LLC | 2025-05-01 | present | Yes |
| COMMONWEALTH EQUITY SERVICES, LLC | 2023-01-03 | 2025-05-01 | — |