Tristan Wade Morgan is an investment adviser representative (IAR) with state registration records since 2021, appearing at 3 firms. Currently registered with LINCOLN INVESTMENT PLANNING, LLC, CAPITAL ANALYSTS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPITAL ANALYSTS, LLC | 2021-06-18 | present | Yes |
| LINCOLN INVESTMENT PLANNING, LLC | 2021-06-17 | present | Yes |
| EQUITABLE ADVISORS, LLC | 2021-05-13 | 2021-06-04 | — |