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

HAMILTON FINANCIAL PLANNING LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 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

1

Exams

S63|S65

First exam

Dec 5, 2023

First registration

Dec 5, 2023

Dual registered

no

Other names

trent hamilton

IAPD individual key

7803901

• Occurred

  Mar 11, 2025
  Advisor changed firm

  Trent S Hamilton left Morgan Stanley for Hamilton Financial Planning Llc (registered 2025-06-06)

  Form ADVobserved 5 days ago
• Occurred

  Jun 7, 2024
  Advisor changed firm

  Trent S Hamilton left Hamilton Financial Planning Llc for Morgan Stanley (registered 2025-02-12)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f7c43d44-df7d-78a4-8767-70efeb4a24ca

First observed

Dec 5, 2023

Last observed

Sep 14, 2026 6 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.