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RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

CAREY BRET MORRISON

Advisor at ONEDIGITAL

OVERLAND PARK, KS

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 5, 2003 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: ONEDIGITAL
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 3, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 3, 1996
First registration: Jun 5, 2003
Dual registered: yes, broker-dealer
Other names: CAREY B MORRISON|CAREY MORRISON|CAREY BRET MORRISON|CAREY BRET MORRISON
IAPD individual key: 2771673

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
Onedigital	Institutional manager	Aug 31, 2015	n/a	yes	OVERLAND PARK, KS	Current employment
TOWER WEALTH MANAGERS	Former SEC adviser	Nov 18, 2011	Jul 13, 2015	no	KANSAS CITY, MO\|PRAIRIE VILLAGE, KS	Previous registration
COUNTRY CLUB FINANCIAL SERVICES, INC.	Former SEC adviser	Nov 18, 2011	Jan 2, 2014	no	PRAIRIE VILLAGE, KS\|KANSAS CITY, MO	Previous registration
BLACKROCK FUND ADVISORS	Asset manager	Sep 16, 2008	Feb 10, 2011	no	SAN FRANCISCO, CA	Previous registration
LAZARD ASSET MANAGEMENT LLC	Other adviser	Jun 5, 2003	Aug 28, 2008	no	NEW YORK, NY	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
TOWER WEALTH MANAGERS	Onedigital	Jul 13, 2015	Aug 31, 2015	49	Firm change	Other
COUNTRY CLUB FINANCIAL SERVICES, INC.	TOWER WEALTH MANAGERS	Jan 2, 2014	Nov 18, 2011	-776	Firm change after gap	Other
BLACKROCK FUND ADVISORS	COUNTRY CLUB FINANCIAL SERVICES, INC.	Feb 10, 2011	Nov 18, 2011	281	Firm change	Other
LAZARD ASSET MANAGEMENT LLC	BLACKROCK FUND ADVISORS	Aug 28, 2008	Sep 16, 2008	19	Firm change	Other

Relationships

Registered with (5)

→ ONEDIGITALRegistered adviserregistration: current employment
Aug 31, 2015 to presentfactForm ADV
→ TOWER WEALTH MANAGERSRegistered adviserregistration: previous registration
Nov 18, 2011 to Jul 13, 2015factForm ADV
→ COUNTRY CLUB FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Nov 18, 2011 to Jan 2, 2014factForm ADV
→ BLACKROCK FUND ADVISORSRegistered adviserregistration: previous registration
Sep 16, 2008 to Feb 10, 2011factForm ADV
→ LAZARD ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 5, 2003 to Aug 28, 2008factForm ADV

Dated events

No dated event names this entity yet.