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

GRADIENT WEALTH MANAGEMENT

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

Jan 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Dec 5, 2016

First registration

Sep 19, 2017

Dual registered

yes, broker-dealer

Other names

Margaret / Peggy Ann Morrissey|Margaret / Peggy Miller

IAPD individual key

6720011

• Occurred

  Jan 21, 2026
  Advisor changed firm

  Margaret Ann Barrett left Tlg Advisors, Inc. for Gradient Wealth Management (registered 2026-03-13)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fcc3275a-4862-892c-a04b-ea4246b28e8f

First observed

Sep 19, 2017

Last observed

Sep 14, 2026 5 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.