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

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, 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

Apr 26, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

10derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jan 28, 2002

First registration

Apr 26, 2001

Dual registered

no

Other names

Steven Zanolli|STEVEN JOSEPH ZANOLLI|Steve Zanolli

IAPD individual key

4253364

• Occurred

  Apr 17, 2025
  Advisor departed, no destination yet

  Steven Joseph Zanolli no longer registered at Lpl Enterprise, Llc; no later IA registration on IAPD

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2fb7b921-054d-b04f-a204-15052169e143

First observed

Apr 26, 2001

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.