Catherine Marie Morgan is an investment adviser representative (IAR) with state registration records since 2016, appearing at 2 firms. Currently registered with ACCESS PLANNING PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ACCESS PLANNING PARTNERS, LLC | 2018-10-02 | present | Yes |
| ELM3 FINANCIAL GROUP, LLC | 2016-07-01 | 2018-02-23 | — |