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RIA / WealthAdvisorCertified Financial Planner19 years in industry

DANIEL ELMER MORGAN

Advisor at INDEPENDENT FINANCIAL PLANNING

GREAT FALLS, VA

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Search this name across graphsid dfx:ria:a6448492-306f-3373-57bd-972d7512e88c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 13, 2006 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: INDEPENDENT FINANCIAL PLANNING
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: Dec 12, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 12, 2006
First registration: Dec 13, 2006
Dual registered: no
Other names: DAN MORGAN|DANIEL E. MORGAN
IAPD individual key: 5190434

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
INDEPENDENT FINANCIAL PLANNING	State registered	Jan 5, 2015	n/a	yes	GREAT FALLS, VA	Current employment
RESTON WEALTH MANAGEMENT	Independent wealth	Jun 3, 2011	Nov 6, 2014	no	RESTON, VA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 23, 2010	Dec 2, 2014	no	RESTON, VA\|RESTON, VA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Dec 23, 2010	no	Mclean, VA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Dec 13, 2006	Jun 1, 2009	no	MCLEAN, VA	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
LPL FINANCIAL LLC	RESTON WEALTH MANAGEMENT	Dec 2, 2014	Jun 3, 2011	-1,278	Firm change after gap	Other
RESTON WEALTH MANAGEMENT	INDEPENDENT FINANCIAL PLANNING	Nov 6, 2014	Jan 5, 2015	60	Firm change	Other
MORGAN STANLEY	LPL FINANCIAL LLC	Dec 23, 2010	Dec 23, 2010	0	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (5)

→ INDEPENDENT FINANCIAL PLANNINGRegistered adviserregistration: current employment
Jan 5, 2015 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 23, 2010 to Dec 2, 2014factForm ADV
→ RESTON WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 3, 2011 to Nov 6, 2014factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Dec 23, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Dec 13, 2006 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.