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

GREENWOOD GEARHART, 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

Jun 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65

First exam

Nov 7, 2022

First registration

Nov 22, 2022

Dual registered

no

Other names

Ellen Morris|Ellen Maxine Morris

IAPD individual key

5926572

• Occurred

  Apr 4, 2025
  Advisor changed firm

  Ellen Maxine Masters left Masters Financial for Greenwood Gearhart, Llc (registered 2025-04-14)

  Form ADVobserved 5 days ago
• Occurred

  Dec 21, 2022
  Advisor changed firm

  Ellen Maxine Masters left Mach-1 Financial Group, Llc for Masters Financial (registered 2023-09-06)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d8192cbf-b8cc-86d2-b6ba-e6870cc2da95

First observed

Nov 22, 2022

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.