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MATTHEW JOHN MORGAN
CRD#: 6446898
IA
Investment Adviser
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Broker
COMMONWEALTH FINANCIAL NETWORKCRD#: 8032 5400 Discovery Park Boulevard
Suite 101
Williamsburg, VA 23188
Registration History
201620172018201920202021202220232024202520262 FIRMS2016 - 2019 (3 years)2 FIRMS2019 - Present (5 years)
License(s)

State Registrations

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Florida 6/24/2024

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Oregon 1/4/2023

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Indiana 1/20/2022

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South Carolina 7/15/2019

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Kansas 2/12/2020

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Virginia 7/15/2019

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New Jersey 8/5/2020

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Virginia 7/15/2019

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North Carolina 7/23/2019

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
COMMONWEALTH FINANCIAL NETWORK (CRD#:8032)
5400 Discovery Park Boulevard Suite 101, Williamsburg, VA 23188
7130 Glen Forest Drive Suite 125, Richmond, VA 23226
Registered with this firm since 7/15/2019

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COMMONWEALTH FINANCIAL NETWORK (CRD#:8032)
5400 Discovery Park Boulevard Suite 101, Williamsburg, VA 23188
7130 Glen Forest Drive Suite 125, Richmond, VA 23226
Registered with this firm since 7/15/2019

Previous Registration(s)
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04/04/2016 - 07/23/2019 VALMARK SECURITIES, INC. (CRD#:31243) Midlothian, VA
IA
01/22/2016 - 07/19/2019 JAMES RIVER ASSET MANAGEMENT, LLC (CRD#:117917) MIDLOTHIAN, VA
For additional information about investment advisers or broker-dealers, please visit
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Broker
IA
Investment Adviser
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.