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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

ROBERT RANDALL MORRISON

Advisor at ROCK CREEK WEALTH MANAGEMENT

HILLSBORO, OR

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:d3393fc9-c146-3c0a-452f-29cb39048ba8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 10, 2008 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: ROCK CREEK WEALTH MANAGEMENT
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: Aug 28, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 28, 2008
First registration: Sep 10, 2008
Dual registered: yes, broker-dealer
Other names: BOB MORRISON
IAPD individual key: 5419627

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
ROCK CREEK WEALTH MANAGEMENT	Independent wealth	Feb 23, 2026	n/a	yes	HILLSBORO, OR	Current employment
CROSS FINANCIAL ADVISORS	Independent wealth	Jun 29, 2017	Feb 23, 2026	no	PORTLAND, OR	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Oct 13, 2011	May 7, 2015	no	LAKE OSWEGO, OR	Previous registration
EDWARD JONES	National bd RIA	Sep 10, 2008	Sep 1, 2011	no	HILLSBORO, OR\|ST LOUIS, MO\|HILLSBORO, OR	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
CROSS FINANCIAL ADVISORS	ROCK CREEK WEALTH MANAGEMENT	Feb 23, 2026	Feb 23, 2026	0	Firm change	RIA to new firm
HORNOR, TOWNSEND & KENT, LLC	CROSS FINANCIAL ADVISORS	May 7, 2015	Jun 29, 2017	784	Firm change after gap	Other
EDWARD JONES	HORNOR, TOWNSEND & KENT, LLC	Sep 1, 2011	Oct 13, 2011	42	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
287686:336666:OR:2026-02-23	Feb 23, 2026	Feb 23, 2026	PORTLAND, OR	Firm change

Relationships

Registered with (4)

→ ROCK CREEK WEALTH MANAGEMENTRegistered adviserregistration: current employment
Feb 23, 2026 to presentfactForm ADV
→ CROSS FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jun 29, 2017 to Feb 23, 2026factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
Oct 13, 2011 to May 7, 2015factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Sep 10, 2008 to Sep 1, 2011factForm ADV

Dated events

Occurred
Feb 23, 2026
Advisor changed firm
Robert Randall Morrison left Cross Financial Advisors for Rock Creek Wealth Management (registered 2026-02-23)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d3393fc9-c146-3c0a-452f-29cb39048ba8
First observed: Sep 10, 2008
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.

ROBERT RANDALL MORRISON

Advisor at ROCK CREEK WEALTH MANAGEMENT

HILLSBORO, OR

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:d3393fc9-c146-3c0a-452f-29cb39048ba8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ROCK CREEK WEALTH MANAGEMENT

Independent wealth

Feb 23, 2026

n/a

yes

HILLSBORO, OR

Current employment

CROSS FINANCIAL ADVISORS

Independent wealth

Jun 29, 2017

Feb 23, 2026

PORTLAND, OR

Previous registration

HORNOR, TOWNSEND & KENT, LLC

Independent wealth

Oct 13, 2011

May 7, 2015

LAKE OSWEGO, OR

Previous registration

EDWARD JONES

National bd RIA

Sep 10, 2008

Sep 1, 2011

HILLSBORO, OR|ST LOUIS, MO|HILLSBORO, OR

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CROSS FINANCIAL ADVISORS

ROCK CREEK WEALTH MANAGEMENT

Feb 23, 2026

Firm change

RIA to new firm

HORNOR, TOWNSEND & KENT, LLC

CROSS FINANCIAL ADVISORS

May 7, 2015

Jun 29, 2017

784

Firm change after gap

Other

EDWARD JONES

HORNOR, TOWNSEND & KENT, LLC

Sep 1, 2011

Oct 13, 2011

Firm change

Other

Team

Left

Joined

From

Kind

287686:336666:OR:2026-02-23

Feb 23, 2026

PORTLAND, OR

Firm change