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SHARON MORRISON
CRD#: 1326185
IA
Investment Adviser
CAPTRUSTCRD#: 175112 187 BLUE RAVINE ROAD
SUITE 130
FOLSOM, CA 95630
Registration History
199820002002200420062008201020122014201620182020202220242026IACAPTRUST (CRD# 175112)2024 - Present (<1 year)IATRUNORTH WEALTH PARTNERS (CRD# 284807)2016 - Present (8 years)IABGM TRUNORTH WEALTH PARTNERS, LLC (CRD# 110483)2013 - 2016 (2 years)IASAVANT INVESTMENT GROUP, LLC (CRD# 108810)1997 - 2013 (16 years)IATRUNORTH (CRD# 135616)2012 - 2013 (1 year)
License(s)

State Registrations

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California 9/2/2016

Current Registration(s)
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CAPTRUST (CRD#:175112)
187 BLUE RAVINE ROAD SUITE 130, FOLSOM, CA 95630
Registered with this firm since 12/23/2024

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TRUNORTH WEALTH PARTNERS (CRD#:284807)
187 BLUE RAVINE ROAD SUITE 130, FOLSOM, CA 95630
Registered with this firm since 9/2/2016

Previous Registration(s)
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12/03/2013 - 10/03/2016 BGM TRUNORTH WEALTH PARTNERS, LLC (CRD#:110483) Savramento, CA
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12/31/1997 - 12/04/2013 SAVANT INVESTMENT GROUP, LLC (CRD#:108810) CITRUS HEIGHTS, CA
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12/20/2012 - 12/02/2013 TRUNORTH (CRD#:135616) CITRUS HEIGHTS, CA
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Disclosures
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