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Christopher J. Morrison

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CRD#: 1981116
CM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christopher Joseph Morrison, who also goes by C J Morrison, Morty Morrison, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 1989. Christopher had worked at 10 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


C J Morrison | Morty Morrison

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 2, 2012 - June 28, 2016

TAYLOR CAPITAL MANAGEMENT INC.

BD
CRD#: 43559
WOODSTOCK, GA
Past

October 2, 2009 - March 15, 2012

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
PLEASANT VALLEY, NY
Past

June 30, 2006 - September 14, 2009

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
PLEASANT VALLEY, NY
Past

December 3, 2003 - June 30, 2006

CARILLON INVESTMENTS, INC.

BD
CRD#: 14646
PLEASANT VALLEY, NY
Past

November 20, 2002 - December 1, 2003

EMPIRE FINANCIAL GROUP, INC.

BD
CRD#: 28759
LONGWOOD, FL
Past

May 17, 2000 - October 31, 2002

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

July 19, 1999 - May 16, 2000

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

May 3, 1999 - July 20, 1999

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

October 28, 1991 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

August 29, 1989 - October 18, 1991

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/15/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TC
TAYLOR CAPITAL MANAGEMENT INC.
TAYLOR CAPITAL MANAGEMENT INC. | TCM SECURITIES, INC.

CRD#: 43559 / SEC#: , 8-50313

BD
Cancelled by SEC on 02/05/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Georgia since 02/09/2011
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
2 PROUD AMERICAN CORPORATIONPARENT COMPANY
DAUGHERTY, JASON PAULVICE PRESIDENT4267059
HALE, KEVIN MATTHEWPRINCIPAL FINANCIAL OFFICER & PRINCIPAL OPERATIONS OFFICER4747003
SPEARS, PRESTON AUBREYPRESIDENT AND CCO861779
SPEARS, PRESTON AUBREYCHIEF FINANCIAL OFFICER861779

Disclosures


Regulatory Event3
Arbitration9

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


TAYLOR CAPITAL MANAGEMENT INC.

CRD#: 43559

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