DFX Intelligence

Data Factory

RIA / WealthAdvisor21 years in industry

DAVID KALANI MORTON

Advisor at HERITAGE FINANCIAL LLC

BETHESDA, MD | GAINESVILLE, VA

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:adefcc60-9db2-3399-9597-48f895d6b87a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 2, 2005 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: HERITAGE FINANCIAL LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 22, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Mar 22, 2005
First registration: Aug 2, 2005
Dual registered: no
Other names: DAVE MORTON
IAPD individual key: 4912079

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
HERITAGE FINANCIAL LLC	Independent wealth	Oct 20, 2016	n/a	yes	GAINESVILLE, VA\|BETHESDA, MD	Current employment
ACORN FINANCIAL ADVISORY SERVICES, INC.	Independent wealth	Feb 16, 2011	Oct 17, 2016	no	GAINESVILLE, VA\|RESTON, VA	Previous registration
H. BECK, INC.	Former SEC adviser	Feb 27, 2009	Jan 20, 2011	no	GAINESVILLE, VA\|ROCKVILLE, MD\|WASHINGTON, DC	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Aug 2, 2005	Dec 31, 2008	no	GAINESVILLE, VA\|VIENNA, VA\|McLean, VA\|MANASSAS, VA\|GAINESVILLE, 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
ACORN FINANCIAL ADVISORY SERVICES, INC.	HERITAGE FINANCIAL LLC	Oct 17, 2016	Oct 20, 2016	3	Firm change	Other
H. BECK, INC.	ACORN FINANCIAL ADVISORY SERVICES, INC.	Jan 20, 2011	Feb 16, 2011	27	Firm change	Other
MML INVESTORS SERVICES, LLC	H. BECK, INC.	Dec 31, 2008	Feb 27, 2009	58	Firm change	Other

Relationships

Registered with (4)

→ HERITAGE FINANCIAL LLCRegistered adviserregistration: current employment
Oct 20, 2016 to presentfactForm ADV
→ ACORN FINANCIAL ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Feb 16, 2011 to Oct 17, 2016factForm ADV
→ H. BECK, INC.Registered adviserregistration: previous registration
Feb 27, 2009 to Jan 20, 2011factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Aug 2, 2005 to Dec 31, 2008factForm ADV

Dated events

No dated event names this entity yet.