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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant34 years in industry

WILLIAM DANIEL MORRISON

Advisor at CWM, LLC

OMAHA, NE | Cockeysville, MD

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 13, 2004 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: CWM, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 27, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Aug 27, 1992
First registration: Feb 13, 2004
Dual registered: no
Other names: DAN MORRISON
IAPD individual key: 2254226

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
CWM, LLC	Bd affiliated wealth	Dec 2, 2016	n/a	yes	OMAHA, NE\|Cockeysville, MD	Current employment
JACOB WILLIAM ADVISORY	Former SEC adviser	Sep 29, 2009	Oct 3, 2017	no	TOWSON, MD\|TIMONIUM, MD	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 8, 2009	Oct 5, 2009	no	TOWSON, MD	Previous registration
MUTUAL SERVICE CORPORATION	n/a	Oct 31, 2006	Sep 8, 2009	no	BOSTON, MA\|BOSTON, MA\|TOWSON, MD	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Feb 13, 2004	Oct 30, 2006	no	TOWNSON, MD\|TOWSON, MD	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
JACOB WILLIAM ADVISORY	CWM, LLC	Oct 3, 2017	Dec 2, 2016	-305	Firm change after gap	Other
LPL FINANCIAL LLC	JACOB WILLIAM ADVISORY	Oct 5, 2009	Sep 29, 2009	-6	Firm change	Other
MUTUAL SERVICE CORPORATION	LPL FINANCIAL LLC	Sep 8, 2009	Sep 8, 2009	0	Bulk transfer	Other
HORNOR, TOWNSEND & KENT, LLC	MUTUAL SERVICE CORPORATION	Oct 30, 2006	Oct 31, 2006	1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
151468:155344:MD:2017-10-03	Oct 3, 2017	Dec 2, 2016	TIMONIUM, MD	Firm change after gap

Relationships

Registered with (5)

→ CWM, LLCRegistered adviserregistration: current employment
Dec 2, 2016 to presentfactForm ADV
→ JACOB WILLIAM ADVISORYRegistered adviserregistration: previous registration
Sep 29, 2009 to Oct 3, 2017factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 8, 2009 to Oct 5, 2009factForm ADV
→ MUTUAL SERVICE CORPORATIONRegistered adviserregistration: previous registration
Oct 31, 2006 to Sep 8, 2009factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
Feb 13, 2004 to Oct 30, 2006factForm ADV

Dated events

No dated event names this entity yet.