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

MORNINGSTAR INVESTMENT MANAGEMENT LLC

Current firm class

mixed wealth managerderived

Book size

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

Industry start

Jul 11, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Jul 11, 2014

First registration

Aug 1, 2019

Dual registered

no

Other names

HANNAH L WALLS

IAPD individual key

6353477

Graph

RIA / Wealth Management

Canonical id

dfx:ria:62e6a4cd-1e10-7d66-896e-329d7f9f263e

First observed

Aug 1, 2019

Last observed

Sep 14, 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.