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RIA / WealthAdvisorCertified Financial Planner14 years in industry

Scott Everett Morrison

Advisor at MOMENT PRIVATE WEALTH

SAINT LOUIS, MO | Wellington, FL

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Search this name across graphsid dfx:ria:cd033e49-35cd-6de3-04c0-95a67bf75db0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 30, 2020 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: MOMENT PRIVATE 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: Oct 1, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 21, 2020
First registration: Jul 30, 2020
Dual registered: no
Other names: Scott Morrison
IAPD individual key: 6855518

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
MOMENT PRIVATE WEALTH	Independent wealth	Jun 6, 2025	n/a	yes	SAINT LOUIS, MO\|Wellington, FL	Current employment
FOCUS PARTNERS WEALTH, LLC	Independent wealth	Oct 10, 2022	May 30, 2025	no	Boca Raton, FL	Previous registration
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Former SEC adviser	Oct 25, 2021	Jul 19, 2022	no	Jupiter, FL	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Jul 30, 2020	Aug 26, 2021	no	West Palm Beach, FL\|Wellington, FL	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
FOCUS PARTNERS WEALTH, LLC	MOMENT PRIVATE WEALTH	May 30, 2025	Jun 6, 2025	7	Firm change	RIA to RIA
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	FOCUS PARTNERS WEALTH, LLC	Jul 19, 2022	Oct 10, 2022	83	Firm change	Ibd to RIA
PRUCO SECURITIES, LLC	J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Aug 26, 2021	Oct 25, 2021	60	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ MOMENT PRIVATE WEALTHRegistered adviserregistration: current employment
Jun 6, 2025 to presentfactForm ADV
→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: previous registration
Oct 10, 2022 to May 30, 2025factForm ADV
→ J.P. MORGAN PRIVATE WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Oct 25, 2021 to Jul 19, 2022factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Jul 30, 2020 to Aug 26, 2021factForm ADV

Dated events

Occurred
May 30, 2025
Advisor changed firm
Scott Everett Morrison left Focus Partners Wealth, Llc for Moment Private Wealth (registered 2025-06-06)
Form ADVobserved 3 days ago
Occurred
Jul 19, 2022
Advisor changed firm
Scott Everett Morrison left J.P. Morgan Private Wealth Advisors Llc for Focus Partners Wealth, Llc (registered 2022-10-10)
Form ADVobserved 3 days ago