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DM

Dennis J. Morrison

MUTUAL OF AMERICA SECURITIES LLC
Westchester, IL 60154
Some features on this profile are disabled
CRD#: 5048339
DM

Professional summary


Dennis Joe Morrison, who also goes by Dennis Joe Morrison Jr., is a registered financial professional currently at MUTUAL OF AMERICA SECURITIES LLC located in Westchester, Illinois.

Dennis is registered as a RR (Registered Representative) and started their career in finance in 2006. Dennis has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dennis Joe Morrison Jr.

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 Dennis Joe Morrison'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

December 17, 2013 - Present

MUTUAL OF AMERICA SECURITIES LLC

Office #1: 4 Westbrook Corporate Center-suite 240, Westchester, IL 60154
BD
CRD#: 27878
Westchester, IL
Past

December 17, 2013 - November 23, 2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

BD
CRD#: 15356
WESTCHESTER, IL
Past

January 18, 2013 - April 24, 2013

FTB ADVISORS, INC.

RIA
CRD#: 143830
MEMPHIS, TN
Past

January 14, 2013 - April 24, 2013

FIRST HORIZON ADVISORS, INC.

BD
CRD#: 17117
MEMPHIS, TN
Past

November 4, 2010 - November 18, 2011

MORGAN STANLEY

RIA
CRD#: 149777
CHICAGO, IL
Past

October 4, 2010 - November 18, 2011

MORGAN STANLEY

BD
CRD#: 149777
CHICAGO, IL
Past

August 29, 2008 - November 13, 2009

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
OAKBROOK TERRACE, IL
Past

October 16, 2006 - September 20, 2007

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
HIGHLAND PARK, IL

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
Illinois
(12/17/2013)
RR
Indiana
(12/19/2013)
RR
Iowa
(1/2/2014)
RR
Wisconsin
(12/19/2013)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/3/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MO
MUTUAL OF AMERICA SECURITIES LLC
MUTUAL OF AMERICA SECURITIES CORPORATION | MUTUAL OF AMERICA SECURITIES LLC

CRD#: 27878 / SEC#: , 8-43278

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


Main Address
320 Park Avenue, New York, NY 10022
Mailing Address
320 Park Avenue, New York, NY 10022-3869
Phone number
(212) 224-1600
Established
Delaware since 06/29/1990
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 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#
MUTUAL OF AMERICA HOLDING COMPANY LLCMEMBER
BAILEY, CHRISTOPHER DAVIDCHAIRMAN, PRESIDENT AND CHIEF EXECUTIVE OFFICER4582524
BRANT, DAVID ROBERTFINANCIAL AND OPERATIONS PRINCIPAL (FINOP), PRINCIPAL FINANCIAL OFFICER (PFO), PRINCIPAL OPERATIONS OFFICER (POO)2718478
GREGORY, IVAN BRUCEEXECUTIVE VICE PRESIDENT AND BOARD MANAGER4984456
JOHNSON, TROY SHERMANEXECUTIVE VICE PRESIDENT AND BOARD MANAGER3052097
MEDLIN, KYLE LAWRENCESENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER5496979
STEINGARTEN, BRIE ANNE ELIZABETHGENERAL COUNSEL AND SECRETARY5373977

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


MUTUAL OF AMERICA SECURITIES LLC

CRD#: 27878Westchester, IL 60154

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