DFX Intelligence

Data Factory

RIA / WealthAdvisor20 years in industry

MEGAN ELLEN MORRICE

Advisor at HIP INVESTOR, INC.

LAGUNA BEACH, CA | OAKLAND, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9c9bbc2f-bba4-f39d-1268-bc4d09bf5d3a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 19, 2006 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HIP INVESTOR, INC.
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: Sep 19, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 6
Exams: S65|S63
First exam: Aug 4, 2016
First registration: Sep 19, 2006
Dual registered: no
Other names: MEGAN MORRICE
IAPD individual key: 5131675

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HIP INVESTOR, INC.	State registered	Apr 11, 2024	n/a	yes	LAGUNA BEACH, CA\|OAKLAND, CA	Current employment
FREEDOM INVESTMENT MANAGEMENT, INC.	Independent wealth	Feb 7, 2018	Apr 11, 2022	no	SOUTH WINDSOR, CT	Previous registration
HIP INVESTOR, INC.	State registered	Apr 12, 2017	Dec 7, 2017	no	LAGUNA BEACH, CA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Sep 19, 2006	Oct 19, 2011	no	DUBLIN, OH\|NEWARK, OH\|LaRue, OH\|NEWARK, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FREEDOM INVESTMENT MANAGEMENT, INC.	HIP INVESTOR, INC.	Apr 11, 2022	Apr 11, 2024	731	Firm change after gap	RIA to state RIA
HIP INVESTOR, INC.	FREEDOM INVESTMENT MANAGEMENT, INC.	Dec 7, 2017	Feb 7, 2018	62	Firm change	Other
MSI FINANCIAL SERVICES, INC.	HIP INVESTOR, INC.	Oct 19, 2011	Apr 12, 2017	2,002	Firm change after gap	Other

Relationships

Registered with (3)

→ HIP INVESTOR, INC.Registered adviserregistration: previous registration
Apr 12, 2017 to Dec 7, 2017factForm ADV
→ FREEDOM INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 7, 2018 to Apr 11, 2022factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 19, 2006 to Oct 19, 2011factForm ADV

Dated events

Occurred
Apr 11, 2022
Advisor changed firm
Megan Ellen Morrice left Freedom Investment Management, Inc. for Hip Investor, Inc. (registered 2024-04-11)
Form ADVobserved 5 days ago