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Detailed Report
William Paul Morgan Jr.
BILL MORGAN, WILLIAM PAUL MORGAN JR
CRD#: 1532049
IA
Investment Adviser
B
Broker
GROVE POINT ADVISORS, LLCCRD#: 313171 113 North Center Street
Suite 300
Statesville, NC 28677
GROVE POINT INVESTMENTS, LLCCRD#: 1763 113 N CENTER ST
STE 300
STATESVILLE, NC 28677
Registration History
19901995200020052010201520202025IAGROVE POINT ADVISORS, LLC (CRD# 313171)2021 - Present (3 years)BGROVE POINT INVESTMENTS, LLC (CRD# 1763)2003 - Present (21 years)BIFG NETWORK SECURITIES, INC. (CRD# 19948)2000 - 2003 (3 years)BH. BECK, INC. (CRD# 1763)1988 - 2000 (12 years)BAETNA LIFE INSURANCE AND ANNUI... (CRD# 13256)1986 - 1988 (1 year)IAH. BECK, INC. (CRD# 1763)2003 - 2021 (17 years)IAIFG ADVISORY SERVICES INC (CRD# 105316)2001 - 2003 (1 year)
Disclosure(s)
View By:
7/19/2004
Customer Dispute
Settled
License(s)

State Registrations

B
Arizona 9/27/2019
B
Missouri 1/8/2024
B
California 9/8/2003
B
New York 4/3/2024
B
Connecticut 6/12/2012
B
North Carolina 9/8/2003
B
Delaware 1/27/2025
IA
North Carolina 4/1/2021
B
District of Columbia 10/25/2006
B
Ohio 3/25/2022
B
Florida 9/8/2003
B
South Carolina 9/8/2003
B
Georgia 3/7/2012
B
Tennessee 4/26/2016
B
Kentucky 1/19/2012
B
Texas 1/6/2017
B
Louisiana 5/19/2014
B
Virginia 9/8/2003
B
Maine 1/9/2024
B
Washington 1/15/2025
B
Maryland 9/8/2003
B
West Virginia 7/15/2024

SRO Registrations

B
 FINRA

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Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
GROVE POINT ADVISORS, LLC (CRD#:313171)
113 North Center Street Suite 300, Statesville, NC 28677
Registered with this firm since 4/1/2021
B
GROVE POINT INVESTMENTS, LLC (CRD#:1763)
113 N CENTER ST STE 300, STATESVILLE, NC 28677
Registered with this firm since 9/8/2003
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 09/08/2003 - 04/01/2021 H. BECK, INC. (CRD#:1763) ROCKVILLE, MD
IA
 12/31/2001 - 09/23/2003 IFG ADVISORY SERVICES INC (CRD#:105316) STATESVILLE, NC
B
 01/31/2000 - 09/23/2003 IFG NETWORK SECURITIES, INC. (CRD#:19948) ATLANTA, GA
B
 02/10/1988 - 02/01/2000 H. BECK, INC. (CRD#:1763) ROCKVILLE, MD
B
 10/14/1986 - 02/18/1988 AETNA LIFE INSURANCE AND ANNUITY COMPANY (CRD#:13256)
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.