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.

Current firm

INDEPENDENT FINANCIAL GROUP, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 29, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Mar 29, 1994

First registration

Nov 4, 2009

Dual registered

yes, broker-dealer

Other names

MARY JO MORELLO|MJ Morello

IAPD individual key

2081402

• Occurred

  Apr 8, 2026
  Advisor changed firm

  Maryjo Morello left Stratos Wealth Partners, Ltd for Independent Financial Group, Llc (registered 2026-03-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0d55f674-a7db-947e-23e7-482d6ddfbbfd

First observed

Nov 4, 2009

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.