JM
Joseph Mccaughan Morrison
CRD 2001046
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Sentry, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
1819 Partners, Llc
Chief Compliance Officer/Member · 25% – 50% · Jun 2024
-
Sentry, Llc
Chief Compliance Officer/Managing Member · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗