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

MORRIS FINANCIAL CONCEPTS, INC.

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

Jul 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

3

Registered states

3

Designations

Certified Financial Planner

Exams

S65

First exam

Jan 21, 2016

First registration

Dec 12, 2017

Dual registered

no

Other names

Brad Kingsley

IAPD individual key

6891466

• Occurred

  Aug 18, 2025
  Advisor changed firm

  Steven Bradley Kingsley left Origin Investment Advisory Llc for Kingsley Financial (registered 2024-04-11)

  Form ADVobserved 6 days ago
• Occurred

  Dec 8, 2024
  Advisor changed firm

  Steven Bradley Kingsley left Cast Financial for Origin Investment Advisory Llc (registered 2022-03-28)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e6c14cee-def5-5b18-62da-589b7664624c

First observed

Dec 12, 2017

Last observed

Sep 17, 2026 4 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.