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Detailed Report
Kyler Eric-Richard Morgan
CRD#: 6233207
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 508 POPLAR ST
ATLANTIC, IA 50022-1206
Registration History
201320142015201620172018201920202021202220232024202520262 FIRMS2013 - Present (11 years)
License(s)

State Registrations

B
Arizona 10/7/2013
B
New Hampshire 12/4/2023
B
Arkansas 1/5/2016
B
New York 6/24/2021
B
California 6/24/2021
B
North Carolina 12/19/2022
B
Colorado 10/7/2013
B
Ohio 10/31/2023
B
Florida 10/7/2013
B
Oklahoma 6/24/2021
B
Hawaii 1/22/2020
B
Pennsylvania 2/16/2021
B
Illinois 10/7/2013
B
South Dakota 4/1/2015
B
Iowa 10/7/2013
B
Tennessee 6/24/2021
IA
Iowa 3/4/2014
B
Texas 10/7/2013
B
Kansas 10/7/2013
IA
Texas 12/12/2018
B
Maine 12/5/2023
B
Virginia 9/12/2016
B
Minnesota 10/7/2013
B
Wisconsin 8/6/2020
B
Missouri 10/7/2013
B
Wyoming 6/24/2021
B
Nebraska 10/7/2013

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

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
EDWARD JONES (CRD#:250)
508 POPLAR ST, ATLANTIC, IA 50022-1206
Registered with this firm since 10/7/2013
B
EDWARD JONES (CRD#:250)
508 POPLAR ST, ATLANTIC, IA 50022-1206
Registered with this firm since 9/16/2013
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.