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

MORTON WEALTH

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

Apr 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

May 18, 2017

First registration

Jan 20, 2017

Dual registered

no

Other names

Nadzeya Bendzik|Nadya Bendik|Nadya Mets

IAPD individual key

6729679

• Occurred

  Jan 19, 2022
  Advisor changed firm

  Nadya Mets left Osaic Fa, Inc. for Morton Wealth (registered 2022-03-20)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c3f5bd44-1c81-cce2-80ed-d8a99469fe24

First observed

Jan 20, 2017

Last observed

Sep 14, 2026 7 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.