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Thomas More Morton

CRD# 4180816·Registered 2003 - 2025
Previously Registered: Being a previously registered professional could mean that Thomas 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.

Professional Summary

Thomas More Morton was a registered financial advisor. Thomas was a previously registered financial professional and started their career in finance 2003 - 2025. Thomas had worked at 5 firms and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

17 years in the financial services industry

Current & Past Employments

Past

APLOMADO ADVISORS, LLCPast·CRD# 312503
RIA
Dallas, TX
June 23, 2021 - March 28, 2025
RENNER CAPITAL PARTNERS, LLCPast·CRD# 288342
RIA
Dallas, TX
October 15, 2020 - March 25, 2021
CPMG, INC.Past·CRD# 131417
RIA
Dallas, TX
October 5, 2004 - August 27, 2014
CARDINAL PUBLIC MARKET GROUP, L.P.Past·CRD# 131420
RIA
Dallas, TX
October 5, 2004 - June 21, 2006
CARDINAL TRADINGPast·CRD# 6657
RIA
Dallas, TX
March 17, 2003 - May 8, 2006

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Current Firm

AA
APLOMADO ADVISORS, LLC

APLOMADO ADVISORS, LLC

CRD#: 312503

Contact Information

Main Address

3811 Turtle Creek Blvd Suite 950, Dallas, TX 75219

Phone Number

(214) 396-2268

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

4

AUM (Assets Under Management)

$70,798,701

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Cuda Pharmaceuticals, LLC, Privately held generic pharmaceutical developer, Non-Investment related, 29 Center Dr. Little Neck, NY 11363, Board member, 2013, 4 hours/month

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2020About the Series 65 exam

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CRS (Client Relationship Summary)

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

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