Morris Nutt

28 Years of Experience

Germantown, TN

BrokerSells Insurance

View SEC Summary

Morris Nutt is a registered investment advisor, based in Germantown, TN, with 28 years of industry experience.

Location

1730 S. Germantown Rd., Suite 224, Germantown, TN, 38138

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Morris is the CEO of Mid-South Commercial Properties, a rental property company, and CEO/CCO of Trinity Capital Management, an RIA firm, dedicating full-time hours to the latter. He is also a self-employed insurance agent and an agent for PRA Audio, spending minimal time on each.

Employment History

Current Registrations

Kingswood Capital Partners, LLCBroker

June 2018 - Present · 7 yrs 11 mos

Tcm

September 2017 - Present · 8 yrs 8 mos

Previous Registrations

Kingswood Wealth Advisors, LLC

October 2019 - April 2023 · 3 yrs 6 mos

Niagara International Capital LimitedBroker

October 2017 - June 2018 · 8 mos

Raymond James Financial Services Advisors, INC

January 2009 - October 2017 · 8 yrs 9 mos

Raymond James Financial Services

March 2004 - January 2009 · 4 yrs 10 mos

Raymond James Financial Services, INC.Broker

October 2002 - October 2017 · 15 yrs

Edward JonesBroker

June 1997 - October 2002 · 5 yrs 4 mos

State Registrations37 states

AKALARAZCACODCFLGAIAIDILINKSKYLAMDMIMOMSNCNJNMNVNYOHOKORPASCTNTXUTVAWAWIWY

AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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