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RIA / WealthAdvisorCertified Financial Planner26 years in industry

JOSEPH CHARLES MORSON

Advisor at STEWARDSHIP ADVISORY GROUP, LLC

BIRMINGHAM, AL | Clermont, FL | CLERMONT, FL

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Search this name across graphsid dfx:ria:0e445fb1-4a8f-9892-9093-ace482c6cdb6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 11, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STEWARDSHIP ADVISORY GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 18, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 18, 2000
First registration: Aug 11, 2004
Dual registered: no
Other names: JOE MORSON
IAPD individual key: 4249722

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ONEASCENT FINANCIAL SERVICES LLC	Independent wealth	Jul 13, 2026	n/a	yes	Clermont, FL\|BIRMINGHAM, AL	Current employment
STEWARDSHIP ADVISORY GROUP, LLC	Independent wealth	Dec 5, 2018	n/a	yes	CLERMONT, FL	Current employment
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Independent wealth	Mar 2, 2011	Oct 2, 2014	no	CROFTON, MD\|CLERMONT, FL	Previous registration
STEWARDSHIP LEGACY COACHING, LLC	n/a	Jun 10, 2009	Mar 26, 2014	no	CROFTON, MD\|OCOEE, FL	Previous registration
QA3 FINANCIAL LLC	n/a	Oct 3, 2006	Feb 11, 2011	no	CROFTON, MD\|OMAHA, NE	Previous registration
G. A. REPPLE & COMPANY	Bd affiliated wealth	Aug 11, 2004	Sep 29, 2006	no	OCOEE, FL\|CROFTON, MD\|OCOEE, FL\|CASSELBERRY, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	STEWARDSHIP ADVISORY GROUP, LLC	Oct 2, 2014	Dec 5, 2018	1,525	Firm change after gap	Other
STEWARDSHIP LEGACY COACHING, LLC	UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Mar 26, 2014	Mar 2, 2011	-1,120	Firm change after gap	Other
QA3 FINANCIAL LLC	STEWARDSHIP LEGACY COACHING, LLC	Feb 11, 2011	Jun 10, 2009	-611	Firm change after gap	Other
G. A. REPPLE & COMPANY	QA3 FINANCIAL LLC	Sep 29, 2006	Oct 3, 2006	4	Firm change	Other

Relationships

Registered with (6)

→ ONEASCENT FINANCIAL SERVICES LLCRegistered adviserregistration: current employment
Jul 13, 2026 to presentfactForm ADV
→ STEWARDSHIP ADVISORY GROUP, LLCRegistered adviserregistration: current employment
Dec 5, 2018 to presentfactForm ADV
→ UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERRegistered adviserregistration: previous registration
Mar 2, 2011 to Oct 2, 2014factForm ADV
→ STEWARDSHIP LEGACY COACHING, LLCRegistered adviserregistration: previous registration
Jun 10, 2009 to Mar 26, 2014factForm ADV
→ QA3 FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 3, 2006 to Feb 11, 2011factForm ADV
→ G. A. REPPLE & COMPANYRegistered adviserregistration: previous registration
Aug 11, 2004 to Sep 29, 2006factForm ADV

Dated events

No dated event names this entity yet.