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

CREATIVE PLANNING

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

Sep 1, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S66

First exam

Feb 12, 2007

First registration

Feb 13, 2007

Dual registered

no

Other names

KELSEY LEIGH MORRISON|KELSEY LEIGH MORRISON|KELSEY LEIGH BLACKHAM

IAPD individual key

4716621

• Occurred

  Mar 30, 2026
  Advisor changed firm

  Kelsey Leigh Morrison left Duncan & Haley, Ltd. for Creative Planning (registered 2026-03-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:53de42fd-e60f-17d8-c786-14d7a303c1d2

First observed

Feb 13, 2007

Last observed

Sep 15, 2026 5 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.