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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

Cory Taylor Morrison

Advisor at CAPTRUST

Brentwood, TN

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Search this name across graphsid dfx:ria:fff6cd68-a109-3f96-23a7-cbcffc516e8b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2018 to Sep 14, 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: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 24, 2018
First registration: Mar 29, 2018
Dual registered: yes, broker-dealer
IAPD individual key: 6883860

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
Captrust	Institutional manager	Dec 22, 2022	n/a	yes	Brentwood, TN	Current employment
TRUSTCORE FINANCIAL SERVICES, LLC	Former SEC adviser	Sep 11, 2020	Mar 20, 2023	no	BRENTWOOD, TN	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 31, 2018	Sep 24, 2020	no	BRENTWOOD, TN\|MT. JULIET, TN\|ANTIOCH, TN\|NASHVILLE, TN\|MURFREESBORO, TN\|NASHVILLE, TN\|NASHVILLE, TN\|LEBANON, TN	Previous registration
EDWARD JONES	National bd RIA	Mar 29, 2018	Jun 5, 2018	no	NASHVILLE, TN\|Nashville, TN\|ST LOUIS, MO	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
TRUSTCORE FINANCIAL SERVICES, LLC	Captrust	Mar 20, 2023	Dec 22, 2022	-88	Bulk transfer	Other
LPL FINANCIAL LLC	TRUSTCORE FINANCIAL SERVICES, LLC	Sep 24, 2020	Sep 11, 2020	-13	Firm change	Ibd to RIA
EDWARD JONES	LPL FINANCIAL LLC	Jun 5, 2018	Aug 31, 2018	87	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ CAPTRUSTRegistered adviserregistration: current employment
Dec 22, 2022 to presentfactForm ADV
→ TRUSTCORE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Sep 11, 2020 to Mar 20, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 31, 2018 to Sep 24, 2020factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Mar 29, 2018 to Jun 5, 2018factForm ADV

Dated events

No dated event names this entity yet.