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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

Shuron Morton

Advisor at UNITED BROKERAGE SERVICES INC

Fredericksburg, VA | Raleigh, NC | Washington, DC | Duluth, GA

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Search this name across graphsid dfx:ria:12ac79d6-9be5-e0a2-a721-2cd7669815d9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jul 19, 2005 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: UNITED BROKERAGE SERVICES INC
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: Jul 3, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 6
Exams: S65|S63
First exam: Jul 3, 1998
First registration: Jul 19, 2005
Dual registered: yes, broker-dealer
Other names: SHURON ALEXANDER MORTON|SHURON A MORTON
IAPD individual key: 3075734

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
UNITED BROKERAGE SERVICES INC	Bd affiliated wealth	Jul 25, 2024	n/a	yes	Duluth, GA\|Fredericksburg, VA\|Raleigh, NC\|Washington, DC	Current employment
PNC WEALTH MANAGEMENT	Bd affiliated wealth	May 23, 2018	Jun 28, 2024	no	Bel Air, MD\|Baltimore, MD\|Laurel, MD	Previous registration
CAPITAL ONE ADVISORS, LLC	Former SEC adviser	Jun 23, 2015	Apr 23, 2018	no	MCLEAN, VA	Previous registration
MORGAN STANLEY	Wirehouse	Aug 16, 2013	May 18, 2015	no	Columbia, MD	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Nov 6, 2012	Aug 7, 2013	no	BALTIMORE, MD\|TOWSON, MD\|BALTIMORE, MD\|BALTIMORE, MD\|LUTHERVILLE, MD\|BALTIMORE, MD\|TOWSON, MD\|TOWSON, MD\|BALTIMORE, MD\|BALTIMORE, MD	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Jun 25, 2010	Jul 5, 2012	no	Bel Air, MD	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 19, 2005	Mar 31, 2009	no	COLUMBIA, MD\|COLUMBIA, MD\|COLUMBIA, MD\|GREENVILLE, SC\|NORFOLK, VA\|VIRGINIA BEACH, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PNC WEALTH MANAGEMENT	UNITED BROKERAGE SERVICES INC	Jun 28, 2024	Jul 25, 2024	27	Firm change	Ibd to ibd
CAPITAL ONE ADVISORS, LLC	PNC WEALTH MANAGEMENT	Apr 23, 2018	May 23, 2018	30	Firm change	Ibd to ibd
MORGAN STANLEY	CAPITAL ONE ADVISORS, LLC	May 18, 2015	Jun 23, 2015	36	Firm change	Other
PNC WEALTH MANAGEMENT	MORGAN STANLEY	Aug 7, 2013	Aug 16, 2013	9	Firm change	Other
WELLS FARGO ADVISORS	PNC WEALTH MANAGEMENT	Mar 31, 2009	Jun 25, 2010	451	Firm change after gap	Other

Relationships

Registered with (5)

→ UNITED BROKERAGE SERVICES INCRegistered adviserregistration: current employment
Jul 25, 2024 to presentfactForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
May 23, 2018 to Jun 28, 2024factForm ADV
→ CAPITAL ONE ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 23, 2015 to Apr 23, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Aug 16, 2013 to May 18, 2015factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 19, 2005 to Mar 31, 2009factForm ADV

Dated events

Occurred
Jun 28, 2024
Advisor changed firm
Shuron Morton left Pnc Wealth Management for United Brokerage Services Inc (registered 2024-07-25)
Form ADVobserved 4 days ago