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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

Kalonji Nathan Morrison

Advisor at SCHWAB WEALTH ADVISORY, INC.

ORLANDO, FL

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Search this name across graphsid dfx:ria:9d23d6cf-1a55-a622-a9c3-d3d0ed9e9651

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 26, 2002 to Sep 14, 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: SCHWAB WEALTH ADVISORY, INC.
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 27, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Feb 27, 2002
First registration: Sep 26, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 4491044

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
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	May 31, 2016	n/a	yes	ORLANDO, FL	Current employment
UNITED BROKERAGE SERVICES INC	Bd affiliated wealth	Nov 23, 2005	Dec 14, 2015	no	BETHESDA, MD\|WASHINGTON, DC\|ROCKVILLE, MD\|ROCKVILLE, MD\|ROCKVILLE, MD\|WASHINGTON, DC\|ROCKVILLE, MD\|SILVER SPRING, MD\|WASHINGTON, DC\|GAITHERSBURG, MD\|GERMANTOWN, MD\|CHARLESTON, WV\|BETHESDA, MD\|WASHINGTON, DC\|WASHINGTON, DC\|WASHINGTON, DC\|BETHESDA, MD	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	Feb 6, 2004	Nov 16, 2005	no	GAITHERSBURG, MD	Previous registration
MORGAN STANLEY DW INC.	n/a	Sep 26, 2002	Jan 26, 2004	no	WASHINGTON, DC	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
UNITED BROKERAGE SERVICES INC	SCHWAB WEALTH ADVISORY, INC.	Dec 14, 2015	May 31, 2016	169	Firm change	Other
UVEST FINANCIAL SERVICES GROUP, INC.	UNITED BROKERAGE SERVICES INC	Nov 16, 2005	Nov 23, 2005	7	Firm change	Other
MORGAN STANLEY DW INC.	UVEST FINANCIAL SERVICES GROUP, INC.	Jan 26, 2004	Feb 6, 2004	11	Firm change	Other

Relationships

Registered with (4)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
May 31, 2016 to presentfactForm ADV
→ UNITED BROKERAGE SERVICES INCRegistered adviserregistration: previous registration
Nov 23, 2005 to Dec 14, 2015factForm ADV
→ UVEST FINANCIAL SERVICES GROUP, INC.Registered adviserregistration: previous registration
Feb 6, 2004 to Nov 16, 2005factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Sep 26, 2002 to Jan 26, 2004factForm ADV

Dated events

No dated event names this entity yet.