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RIA / WealthAdvisor22 years in industry

NATHANIEL ADAM MORRIS

Advisor at FINANCIAL LIFE ADVISORS

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:27b87790-9f7d-e0cf-3d58-e0f23b8f244b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 4, 2011 to Sep 14, 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: FINANCIAL LIFE 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: Dec 10, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Dec 10, 2003
First registration: Mar 4, 2011
Dual registered: no
Other names: NATE MORRIS
IAPD individual key: 4657148

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
FINANCIAL LIFE ADVISORS	Independent wealth	Apr 29, 2020	n/a	yes	SAN ANTONIO, TX	Current employment
CHRISTIAN FINANCIAL ADVISORS	Independent wealth	Dec 21, 2012	Apr 30, 2020	no	NEW BRAUNFELS, TX	Previous registration
GIRARD SECURITIES, INC.	Former SEC adviser	Oct 9, 2012	Dec 10, 2012	no	NEW BRAUNFELS, TX\|SAN DIEGO, CA	Previous registration
LEGACY WEALTH COUNSELORS	n/a	Jul 23, 2012	Apr 11, 2013	no	NEW BRAUNFELS, TX	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Mar 4, 2011	Jul 9, 2012	no	NEW BRAUNFELS, TX\|NEW BRAUNFELS, TX	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
CHRISTIAN FINANCIAL ADVISORS	FINANCIAL LIFE ADVISORS	Apr 30, 2020	Apr 29, 2020	-1	Firm change	RIA to RIA
LEGACY WEALTH COUNSELORS	GIRARD SECURITIES, INC.	Apr 11, 2013	Oct 9, 2012	-184	Firm change after gap	Other
GIRARD SECURITIES, INC.	CHRISTIAN FINANCIAL ADVISORS	Dec 10, 2012	Dec 21, 2012	11	Firm change	Other
NEXT FINANCIAL GROUP, INC.	LEGACY WEALTH COUNSELORS	Jul 9, 2012	Jul 23, 2012	14	Firm change	Other

Relationships

Registered with (5)

→ FINANCIAL LIFE ADVISORSRegistered adviserregistration: current employment
Apr 29, 2020 to presentfactForm ADV
→ CHRISTIAN FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Dec 21, 2012 to Apr 30, 2020factForm ADV
→ LEGACY WEALTH COUNSELORSRegistered adviserregistration: previous registration
Jul 23, 2012 to Apr 11, 2013factForm ADV
→ GIRARD SECURITIES, INC.Registered adviserregistration: previous registration
Oct 9, 2012 to Dec 10, 2012factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Mar 4, 2011 to Jul 9, 2012factForm ADV

Dated events

No dated event names this entity yet.