David Morgan
Director/Board Member at I3 VERTICALS, INC.
Net worth: 194 800 $ as of 2024-05-30
Profile
David Morgan is the founder of LBMC PC, which was founded in 1984.
He held the title of President from 1984 to 2015.
Currently, he is the Chairman & Vice President at LBMC Financial Services LLC since 2015, a Director at i3 Verticals LLC, an Independent Director at i3 Verticals, Inc. since 2018, and the Treasurer at The Nashville Symphony Association.
He previously held the position of Director at The American Institute of Certified Public Accountants and was the President & Director at Tennessee Society of Certified Public Accountants.
Mr. Morgan received his undergraduate degree from Tennessee Technological University.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
2024-02-12 | 10,000 ( 0.04% ) | 194 800 $ | 2024-05-30 |
David Morgan active positions
Companies | Position | Start |
---|---|---|
I3 VERTICALS, INC. | Director/Board Member | 2018-02-28 |
LBMC Financial Services LLC
LBMC Financial Services LLC Miscellaneous Commercial ServicesCommercial Services LBMC Financial Services LLC is a professional services CPA firm that offers a range of services including consulting, accounting, tax, audit, advisory, human resources, staffing, security, and technology. The private company is based in Brentwood, TN and has subsidiaries in the United States. The company provides SOC audits to clients across the country and maintain appropriate licensure in the states in which they provide attest work. The company's award-winning team of CPA auditors are committed to excellence and work closely with clients to understand their federal business tax issues and strategies necessary to meet their business goals. | Chairman | 2015-05-31 |
The Nashville Symphony Association
The Nashville Symphony Association Movies/EntertainmentConsumer Services The Nashville Symphony Association provides live theatrical performances. It is an American symphony orchestra that performs concerts. The company was founded by Walter Sharp in 1945 and is headquartered in Nashville, TN. | Treasurer | - |
i3 Verticals LLC
i3 Verticals LLC Finance/Rental/LeasingFinance i3 Verticals LLC provides and develops payment and software solutions to small- and medium-sized businesses and other organizations in strategic vertical markets, such as education, non-profit, public, property management, and healthcare and to the business-to-business markets. The company was founded by Gregory S. Daily in December 2012 and is headquartered in Nashville, TN. | Director/Board Member | - |
Former positions of David Morgan
Companies | Position | End |
---|---|---|
LBMC PC
LBMC PC Miscellaneous Commercial ServicesCommercial Services LBMC PC operates as an accounting firm. It offers tax planning, general business consulting, information technology development, human resource, staffing, and investment advisory services. The company was founded by David Morgan and Mike Cain in 1984 and is headquartered in Brentwood, TN. | Founder | 2015-04-30 |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Director/Board Member | - |
Tennessee Society of Certified Public Accountants
Tennessee Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Tennessee Society of Certified Public Accountants (TSCPA) is the state professional organization for certified public accountants. The society's membership is comprised of members in industry, government, business, education and public accounting. It acts on behalf of its members and provides support, enabling its members to perform quality professional services while serving the public interest. The company was founded in 1924 and is located in Brentwood, TN. | President | - |
Training of David Morgan
Tennessee Technological University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
I3 VERTICALS, INC. | Technology Services |
Private companies | 6 |
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The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Commercial Services |
LBMC PC
LBMC PC Miscellaneous Commercial ServicesCommercial Services LBMC PC operates as an accounting firm. It offers tax planning, general business consulting, information technology development, human resource, staffing, and investment advisory services. The company was founded by David Morgan and Mike Cain in 1984 and is headquartered in Brentwood, TN. | Commercial Services |
The Nashville Symphony Association
The Nashville Symphony Association Movies/EntertainmentConsumer Services The Nashville Symphony Association provides live theatrical performances. It is an American symphony orchestra that performs concerts. The company was founded by Walter Sharp in 1945 and is headquartered in Nashville, TN. | Consumer Services |
Tennessee Society of Certified Public Accountants
Tennessee Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Tennessee Society of Certified Public Accountants (TSCPA) is the state professional organization for certified public accountants. The society's membership is comprised of members in industry, government, business, education and public accounting. It acts on behalf of its members and provides support, enabling its members to perform quality professional services while serving the public interest. The company was founded in 1924 and is located in Brentwood, TN. | Commercial Services |
LBMC Financial Services LLC
LBMC Financial Services LLC Miscellaneous Commercial ServicesCommercial Services LBMC Financial Services LLC is a professional services CPA firm that offers a range of services including consulting, accounting, tax, audit, advisory, human resources, staffing, security, and technology. The private company is based in Brentwood, TN and has subsidiaries in the United States. The company provides SOC audits to clients across the country and maintain appropriate licensure in the states in which they provide attest work. The company's award-winning team of CPA auditors are committed to excellence and work closely with clients to understand their federal business tax issues and strategies necessary to meet their business goals. | Commercial Services |
i3 Verticals LLC
i3 Verticals LLC Finance/Rental/LeasingFinance i3 Verticals LLC provides and develops payment and software solutions to small- and medium-sized businesses and other organizations in strategic vertical markets, such as education, non-profit, public, property management, and healthcare and to the business-to-business markets. The company was founded by Gregory S. Daily in December 2012 and is headquartered in Nashville, TN. | Finance |
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