Bonny S. Morris
Professional summary
Bonny Sue Morris, who also goes by Bonny S Ditlmer, Bonny Sue Dittmer, Bonny Dittmer, Bonny Sue Still, Bonny Sue White, is a registered financial professional currently at INVESTMENT DISTRIBUTORS, INC. located in Covington, Kentucky.
Bonny is registered as a RR (Registered Representative) and started their career in finance in 1999. Bonny has worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Bonny Sue Morris's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 15, 2024 - Present
INVESTMENT DISTRIBUTORS, INC.
Office #1: 50 E Rivercenter Blvd Suite 1600, Covington, KY 41011October 7, 2024 - November 15, 2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
August 8, 2013 - October 2, 2024
SAYBRUS EQUITY SERVICES, LLC
July 9, 2012 - August 12, 2013
PRUCO SECURITIES, LLC.
February 6, 2008 - August 30, 2010
HIMCO DISTRIBUTION SERVICES COMPANY
April 7, 2006 - January 23, 2008
PARKLAND SECURITIES, LLC
October 21, 2004 - April 25, 2005
NEXT FINANCIAL GROUP, INC.
March 13, 2003 - May 5, 2004
TRANSAMERICA FINANCIAL ADVISORS, INC.
September 26, 2002 - October 4, 2002
SUNSET FINANCIAL SERVICES, INC.
July 19, 1999 - August 10, 2001
CAPITAL BROKERAGE CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/24/2025)
(11/15/2024)
Exams
FINRA
Current Firm
INVESTMENT DISTRIBUTORS, INC.
CRD#: 35490 / SEC#: , 8-46802
Contact information
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PROTECTIVE LIFE CORPORATION | PARENT COMPANY | |
| CARLSON, MARTHA L | DESIGNATED RESPONSIBLE LICENSED PRODUCER | 2731502 |
| COFFMAN, BENJAMIN PAUL | CHIEF FINANCIAL OFFICER | 6738662 |
| COLLAZO, KIMBERLY | ASSISTANT SECRETARY | 8075061 |
| CREUTZMANN, SCOTT EMIL | DIRECTOR | 5351383 |
| LANE, JAMIE LAURA | DIRECTOR | 5779720 |
| LEE, FELICIA MALLOCH | SECRETARY | 7498538 |
| MCCRELESS, KEVIN LUCIUS | CHIEF COMPLIANCE OFFICER | 5180100 |
| MORSCH, LETITIA A | DIRECTOR & ASSISTANT SECRETARY | 5133531 |
| TENNENT, RAYBURN EDWARD | SR ANALYST FINANCIAL REPORTING | 6245099 |
| WAGNER, JAMES CARL JR | PRESIDENT & DIRECTOR | 4261922 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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Company Information
INVESTMENT DISTRIBUTORS, INC.
CRD#: 35490Covington, KY 41011TRUST BUT VERIFY
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