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Detailed Report
R JEFFREY JEFFREY MORRISON
ROBERT JEFFREY MORRISON
CRD#: 4855019
IA
Investment Adviser
B
Broker
PARK AVENUE SECURITIES LLCCRD#: 46173 10080 N. Wolfe Rd
Suite SW3-200
Cupertino, CA 95014
Registration History
20062008201020122014201620182020202220242026IAPARK AVENUE SECURITIES LLC (CRD# 46173)2011 - Present (14 years)BPARK AVENUE SECURITIES LLC (CRD# 46173)2010 - Present (14 years)BLIBERTY GROUP, LLC (CRD# 106036)2007 - 2009 (1 year)BPFS INVESTMENTS INC. (CRD# 10111)2006 - 2007 (1 year)
License(s)

State Registrations

B
California 12/10/2010
IA
California 3/15/2011

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

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
PARK AVENUE SECURITIES LLC (CRD#:46173)
10080 N. Wolfe Rd Suite SW3-200, Cupertino, CA 95014
Registered with this firm since 3/15/2011
B
PARK AVENUE SECURITIES LLC (CRD#:46173)
10080 N. Wolfe Rd Suite SW3-200, Cupertino, CA 95014
Registered with this firm since 12/10/2010
Previous Registration(s)
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B
 09/26/2007 - 06/01/2009 LIBERTY GROUP, LLC (CRD#:106036) CUPERTINO, CA
B
 02/13/2006 - 09/13/2007 PFS INVESTMENTS INC. (CRD#:10111) DULUTH, GA
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.