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.

Current firm

FROST INVESTMENT SERVICES

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 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S63

First exam

Jan 19, 2019

First registration

Oct 5, 2022

Dual registered

yes, broker-dealer

Other names

FAITH LYNN MCDANIEL|FAITH LYNN FORD|FAITH MCDANIEL|Faith Morris|Ford Lynn Faith|McDaniel Lynn Faith|Morris Lynn Faith|Faith Lynn Ford|Faith Lynn McDaniel|Faith L Morris|Faith Ford|Faith Lynn Morris

IAPD individual key

6138407

• Occurred

  Oct 7, 2023
  Advisor changed firm

  Faith Morris left J.P. Morgan Securities Llc for Frost Investment Services (registered 2025-11-25)

  Form ADVobserved 4 days ago
• Occurred

  Oct 25, 2022
  Advisor changed firm

  Faith Morris left Transamerica Financial Advisors, Llc for J.P. Morgan Securities Llc (registered 2023-08-04)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b48a09eb-e9b8-6b3d-5878-ee9c990a7a05

First observed

Oct 5, 2022

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.