Deneen Marie Morgia

CRD 4413070 · Edward Jones · West Palm Beach, FL

IA RegisteredBroker

Also appears in the source record as: Deneen Marie Chirino; Deneen Chirino; Deneen Marie Gomez

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 66Series 63
Registered states (51): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 24
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Edward Jones
Firm CRD: 250
SEC number: 801-3297
Assets under management: $1.0T as of Jun 29, 2026
Website: www.twitter.com/EDWARDJONES ↗
Phone: 314-515-2000
Firm location: St. Louis, MO, 63131

Employment history (11)

From the source registration record · current first

Edward JonesCurrent
West Palm Beach, FL · IA capacity

start not retrieved → present
Edward JonesCurrent
West Palm Beach, FL · BC capacity

start not retrieved → present
Level Four Advisory Services
Palm Beach Gardens, FL · IA capacity

Feb 14, 2023 → Aug 22, 2025
Level Four Financial, LLC
Palm Beach Gardens, FL · BC capacity

Jan 9, 2023 → Aug 22, 2025
Truist Advisory Services, Inc.
Palm Beach, FL · IA capacity

Sep 14, 2016 → Jan 25, 2023
Truist Investment Services, Inc.
Palm Beach, FL · BC capacity

Aug 28, 2006 → Jan 25, 2023
Suntrust Investment Services, Inc.
Palm Beach, FL · IA capacity

Dec 19, 2006 → Dec 31, 2016
Merrill Lynch Pierce Fenner & Smith Inc.
Weston, FL · IA capacity

Jul 12, 2005 → Aug 16, 2006
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Weston, FL · BC capacity

Jun 6, 2005 → Aug 16, 2006
Northern Trust Securities, Inc.
Chicago, IL · BC capacity

Aug 13, 2003 → May 17, 2005
Banc Of America Investment Services, Inc.
Boston, MA · BC capacity

Jul 16, 2001 → Jun 11, 2003

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 4413070 ↗ FINRA BrokerCheck record for CRD 4413070 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.