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

MORTON WEALTH

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

Mar 17, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S63

First exam

Mar 17, 2001

First registration

Sep 25, 2012

Dual registered

no

Other names

ELIAS F VERA

IAPD individual key

4187200

• Occurred

  May 19, 2023
  Advisor changed firm

  Elias Franchesco Vera left Corient for Morton Wealth (registered 2024-11-11)

  Form ADVobserved 5 days ago
• Occurred

  Mar 31, 2023
  Advisor changed firm

  Elias Franchesco Vera left Dowling & Yahnke, Llc for Corient (registered 2022-09-15)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:19907fbb-a545-6920-98a2-4b58c9da9a40

First observed

Sep 25, 2012

Last observed

Sep 14, 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.