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Theron M. Morgan

AVIDITY CAPITAL
HANFORD, CA 93230
Some features on this profile are disabled
CRD#: 6329289
TM

Professional summary

Theron Marshall Morgan is a registered financial advisor currently at AVIDITY CAPITAL located in Hanford, California.

Theron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Theron has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Theron Marshall Morgan's 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

May 14, 2021 - Present

AVIDITY CAPITAL

Office #1: 217 N Irwin St, Hanford, CA 93230
RIA
CRD#: 312745
HANFORD, CA
Past

January 2, 2019 - June 9, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN DIEGO, CA
Past

January 2, 2019 - June 9, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

April 13, 2018 - November 20, 2018

LPL FINANCIAL LLC

RIA
CRD#: 6413
DINUBA, CA
Past

March 19, 2018 - November 20, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
DINUBA, CA

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/14/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/13/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/19/2018
General Securities Representative Examination

Current Firm

AC
AVIDITY CAPITAL
AVIDITY CAPITAL | AVIDITY CAPITAL INC.

CRD#: 312745 / SEC#:

California
Registered Investment Advisory firm - (5/14/2021 Approved)
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Contact information

Main Address
Hanford, CA
Mailing Address
217 N Irwin St Suite 311, Hanford, CA 93230
Phone number
(559) 909-3061
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts77
AUM (Assets Under Management)$ 9,416,984

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

AVIDITY CAPITAL

CRD#: 312745Hanford, CA 93230

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