PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
DAVID S MORRIS

Welfare broker

DAVID S MORRIS

Mailing address (most recent filing)

950 PENINSULA CORPORATE CIRCLE

STE 1005

BOCA RATON, FL 33487

Total comp: $7K
Commissions: $7K
Fees: $0
Filings: 35
Sponsors: 35

Not enough current filings to build analytics for DAVID S MORRIS.

No sponsors where DAVID S MORRIS is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
DAVID S MORRIS

Welfare broker

DAVID S MORRIS

Mailing address (most recent filing)

950 PENINSULA CORPORATE CIRCLE

STE 1005

BOCA RATON, FL 33487

Total comp: $7K
Commissions: $7K
Fees: $0
Filings: 35
Sponsors: 35

Not enough current filings to build analytics for DAVID S MORRIS.

No sponsors where DAVID S MORRIS is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms