Olivia Morris
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
Contact this advisor
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Midwest Capital Advisors, LLCOct 2023 to now
- J.P. Morgan Securities LLCMay 2021 to Oct 2023
- JPMorgan Chase Bank, N.A.May 2021 to Oct 2023
- UnemployedJan 2021 to Apr 2021
- Hantz Financial Services, Inc.Sep 2019 to Dec 2020
- Hantz GroupSep 2019 to Dec 2020
- Classic Fare Catering - GvsuMar 2019 to May 2019
- Grand Valley State UniversityAug 2018 to Dec 2020
- StarbucksAug 2018 to Jan 2019
- Waldenwoods Resort & ConferenceMar 2018 to Aug 2018
- South Lyon Family PhysiciansAug 2017 to Aug 2019
- UnemployedNov 2013 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Midwest Capital Advisors, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7189376
- 125389