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

TRUST INVESTMENT ADVISORS

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

Nov 1, 2012earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

1

Exams

S66

First exam

Apr 1, 2013

First registration

Apr 9, 2013

Dual registered

no

IAPD individual key

6134787

• Occurred

  Oct 29, 2024
  Advisor changed firm

  Michael Wiggin Morrison left Stifel, Nicolaus & Company, Incorporated for Trust Investment Advisors (registered 2024-10-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:226c88c9-10a9-efff-093c-0175ca45ccd0

First observed

Apr 9, 2013

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.