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

Sep 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom 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

S66

First exam

Jun 19, 2024

First registration

Oct 8, 2024

Dual registered

no

IAPD individual key

7472575

• Occurred

  Jun 24, 2025
  Advisor changed firm

  Anthony Vincent Dimeglio left Mml Investors Services, Llc for Sandy Morris Financial & Estate Planning Services, Llc (registered 2026-06-01)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:846820ea-0dbb-077c-95b9-69654d1150ec

First observed

Oct 8, 2024

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.