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LD

Louis E. Dillingham

MORRIS GROUP
Indianapolis, IN 46240
Some features on this profile are disabled
CRD#: 1807241
LD

Professional summary


Louis Everett Dillingham, who also goes by Louie Dillingham, is a registered financial professional currently at MORRIS GROUP, INC. located in Indianapolis, Indiana.

Louis is registered as a RR (Registered Representative) and started their career in finance in 1995. Louis has worked at 8 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Louie Dillingham

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Louis Everett Dillingham's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 25, 2016 - Present

MORRIS GROUP, INC.

Office #1: 8445 Keystone Xing Suite 240, Indianapolis, IN 46240
BD
CRD#: 13181
Indianapolis, IN
Past

April 30, 2007 - November 11, 2015

FIRST INDEPENDENT FINANCIAL SERVICES, INC.

BD
CRD#: 128904
EVANSVILLE, IN
Past

January 6, 2006 - May 25, 2007

WFG INVESTMENTS, INC.

BD
CRD#: 22704
DALLAS, TX
Past

March 7, 2003 - December 31, 2005

FIRST WESTERN SECURITIES, INC.

BD
CRD#: 19537
HURST, TX
Past

February 2, 2000 - October 16, 2002

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

February 18, 1999 - January 7, 2000

PRO-INTEGRITY SECURITIES, INC.

BD
CRD#: 44707
LONGVIEW, TX
Past

June 6, 1998 - December 1, 1998

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

June 27, 1995 - January 29, 1998

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Indiana
(1/25/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 8/17/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MG
MORRIS GROUP, INC.
MORRIS GROUP, INC.

CRD#: 13181 / SEC#: , 8-28916

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
8445 Keystone Xing Suite 240, Indianapolis, IN 46240
Mailing Address
8445 Keystone Xing Suite 240, Indianapolis, IN 46240
Phone number
(317) 217-5440
Established
Indiana since 10/22/1982
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SIMMONS, JOHN RYANCCO, PRESIDENT4492497
REYNOLDS, MATTHEW MARKFINANCIAL AND OPERATIONAL PRINCIPAL (FINOP)4077413
SIMMONS, JOHN BASILVICE PRESIDENT1355715

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MORRIS GROUP, INC.

CRD#: 13181Indianapolis, IN 46240

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