DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Robin Dale Morrell

First Heartland Consultants, Inc.BD affiliatedWeare, Nhdual registrantIAPD 2084932

Certified Financial Planner

Feed of 09/14/2026

Also filed as Robin D Morrell

At current firm

3 y

since Sep 18, 2023

In the industry

35 y

since Oct 17, 1990 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

First Heartland Consultants, Inc. BD affiliated current
since Sep 18, 2023 · Weare, Nh
Ameriprise Financial Services, LLC national BD
Sep 16, 2019 to Sep 22, 2023 · Manchester, Nh
Flatiron Financial Group, LLC unclassified
Sep 11, 2009 to Dec 31, 2010 · Manchester, Nh
LPL Financial LLC BD affiliated
Apr 13, 2009 to Oct 8, 2019 · Manchester, Nh
Banc Of America Investment Services, Inc. unclassified
Oct 16, 2006 to Apr 14, 2009 · Merrimack, Nh
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 2, 1998 to Oct 18, 2006 · Manchester, Nh

Moves

a registration end followed by a registration begin elsewhere

Ameriprise Financial Services, LLC to First Heartland Consultants, Inc.
left Sep 22, 2023, registered Sep 18, 2023 (-4 days) · Affiliated broker-dealer or bank to another
LPL Financial LLC to Flatiron Financial Group, LLC
left Oct 8, 2019, registered Sep 11, 2009 (-3679 days) · Other · moved with a team
Flatiron Financial Group, LLC to Ameriprise Financial Services, LLC
left Dec 31, 2010, registered Sep 16, 2019 (3181 days) · Other
Banc Of America Investment Services, Inc. to LPL Financial LLC
left Apr 14, 2009, registered Apr 13, 2009 (-1 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Banc Of America Investment Services, Inc.
left Oct 18, 2006, registered Oct 16, 2006 (-2 days) · Other

Signals

Robin Dale Morrell left Ameriprise Financial Services, Llc for First Heartland Consultants, Inc. (registered 2023-09-18)
Sep 22, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 35derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address