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

SEROS WEALTH PARTNERS

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

Oct 1, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Aug 8, 2023

First registration

Aug 14, 2023

Dual registered

no

Other names

Katie Morgan|Katie Crawley|Kaitlyn Morgan

IAPD individual key

7788526

• Occurred

  Feb 9, 2026
  Advisor changed firm

  Kaitlyn Ann-Crawley Morgan left Sevensuede Investment Advisor for Seros Wealth Partners (registered 2026-02-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:32b9cbd6-c8a7-680f-290b-d1768cae9a2a

First observed

Aug 14, 2023

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.