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

TRINITY PORTFOLIO ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

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

Industry start

Oct 19, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

10derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Oct 19, 2007

First registration

Mar 21, 2011

Dual registered

no

Other names

MORGAN WEBB|MORGAN JO SPAENY

IAPD individual key

5417304

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0e6941c5-e32b-2f3c-3b51-3638df4dee2b

First observed

Mar 21, 2011

Last observed

Sep 14, 2026 7 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.