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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

ROBERT ARTHUR MORIN

Advisor at CS PLANNING CORP

Bondurant, WY | WILSON, WY | Jackson, WY | PORTLAND, OR

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Search this name across graphsid dfx:ria:ea68a537-3c49-9f7b-1fd7-b8a66e45408c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jul 8, 1997 to Sep 15, 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: CS PLANNING CORP
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: Sep 21, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 2
Registered states: 1
Exams: S65|S63
First exam: Sep 21, 1993
First registration: Jul 8, 1997
Dual registered: yes, broker-dealer
Other names: ROBERT MORIN|ROBERT A MORIN
IAPD individual key: 2384249

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
MORIN PRIVATE CLIENT GROUP, LLC	Other adviser	Feb 12, 2024	n/a	yes	WILSON, WY	Current employment
CS PLANNING CORP	Independent wealth	Aug 31, 2023	n/a	yes	Jackson, WY\|Bondurant, WY\|PORTLAND, OR	Current employment
MORIN PRIVATE CLIENT GROUP, LLC	Other adviser	Jan 10, 2023	Dec 31, 2023	no	WILSON, WY	Previous registration
MORIN PRIVATE CLIENT GROUP, LLC	Other adviser	Oct 4, 2010	Dec 31, 2022	no	JACKSON JUNCTION, WY\|JACKSON JUNCTION, WY\|WILSON, WY	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Oct 18, 2010	no	Newport Beach, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 13, 2008	Jun 1, 2009	no	NEWPORT BEACH, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Mar 9, 2007	May 20, 2008	no	NEWPORT BEACH, CA\|Los Angeles, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 8, 1997	Mar 15, 2007	no	BOZEMAN, MT\|COSTA MESA, CA\|NEWPORT BEACH, CA	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
MORIN PRIVATE CLIENT GROUP, LLC	CS PLANNING CORP	Dec 31, 2023	Aug 31, 2023	-122	Firm change after gap	Other
MORGAN STANLEY	MORIN PRIVATE CLIENT GROUP, LLC	Oct 18, 2010	Oct 4, 2010	-14	Firm change	Wirehouse to RIA
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
J.P. MORGAN SECURITIES LLC	CITIGROUP GLOBAL MARKETS INC.	May 20, 2008	May 13, 2008	-7	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	J.P. MORGAN SECURITIES LLC	Mar 15, 2007	Mar 9, 2007	-6	Firm change	Wirehouse to wirehouse

Relationships

Registered with (6)

→ MORIN PRIVATE CLIENT GROUP, LLCRegistered adviserregistration: previous registration
Jan 10, 2023 to Dec 31, 2023factForm ADV
→ CS PLANNING CORPRegistered adviserregistration: current employment
Aug 31, 2023 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Oct 18, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 13, 2008 to Jun 1, 2009factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Mar 9, 2007 to May 20, 2008factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 8, 1997 to Mar 15, 2007factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
Robert Arthur Morin left Morin Private Client Group, Llc for Cs Planning Corp (registered 2023-08-31)
Form ADVobserved 4 days ago