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Bezan F. Morris

PUREWATER CAPITAL
FORT WORTH, TX 76107
Some features on this profile are disabled
CRD#: 6915028
BM

Professional summary


Bezan Fred Morris is a registered financial advisor currently at PUREWATER CAPITAL, LLC located in Fort Worth, Texas.

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

top-8-questions

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.
(1)Name of Business: Cowtown Warriors Address: 306 W. 7th St., Fort Worth, TX, 70102, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 05/20/2019 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Perform monthly and annual reconciliation of operations and donations accounts.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Bezan Fred Morris'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

October 6, 2025 - Present

PUREWATER CAPITAL, LLC

Office #1: 2625 Whitmore St. Unit 121, Fort Worth, TX 76107
RIA
CRD#: 166154
FORT WORTH, TX
Past

June 25, 2018 - October 7, 2025

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
Fort Worth, TX
Past

April 10, 2018 - October 7, 2025

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
Fort Worth, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PC
PUREWATER CAPITAL, LLC
PUREWATER CAPITAL, LLC | RAZOR ASSET MANAGEMENT, LLC | RAZOR ASSET MANAGEMENT LLC

CRD#: 166154 / SEC#: 801-133815

RIA
Registered Investment Advisory firm - (7/8/2025 Approved)
California
Registered Investment Advisory firm - (3/3/2023 Terminated)
Nevada
Registered Investment Advisory firm - (3/3/2023 Terminated)
New York
Registered Investment Advisory firm - (2/1/2023 Terminated)
Texas
Registered Investment Advisory firm - (7/9/2025 Terminated)

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
Florida
(10/30/2025)
IAR
Nebraska
(10/24/2025)
IAR
Texas
(10/6/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/21/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PC
PUREWATER CAPITAL, LLC
PUREWATER CAPITAL, LLC | RAZOR ASSET MANAGEMENT, LLC | RAZOR ASSET MANAGEMENT LLC

CRD#: 166154 / SEC#: 801-133815

RIA
Registered Investment Advisory firm - (7/8/2025 Approved)
California
Registered Investment Advisory firm - (3/3/2023 Terminated)
Nevada
Registered Investment Advisory firm - (3/3/2023 Terminated)
New York
Registered Investment Advisory firm - (2/1/2023 Terminated)
Texas
Registered Investment Advisory firm - (7/9/2025 Terminated)
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Contact information


Main Address
2625 Whitmore St. Unit 121, Fort Worth, TX 76107
Mailing Address
Phone number
(817) 416-8680
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (3 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (7/8/2025)

Regulatory assets under management


Total Number of Accounts364
AUM (Assets Under Management)$ 111,609,357

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


PUREWATER CAPITAL, LLC

CRD#: 166154Fort Worth, TX 76107

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