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

BECKETT COLLECTIVE

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

First registration

Jul 25, 2016

Dual registered

no

Other names

THERESA LYNN MORRISON

IAPD individual key

6620337

• Occurred

  Apr 26, 2026
  Advisor departed, no destination yet

  Theresa Morrison no longer registered at 6|21 Private Wealth; no later IA registration on IAPD

  Form ADVobserved 5 days ago
• Occurred

  Apr 9, 2025
  Advisor changed firm

  Theresa Morrison left Origin Investment Advisory Llc for 6|21 Private Wealth (registered 2025-04-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4264951f-4fe0-b119-7c72-0f5eabe82cba

First observed

Jul 25, 2016

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.