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

Antonio Morel

Empower Advisory Group, LLCBD affiliatedHaverstraw, Ny dual registrantIAPD 2591457

Feed of 09/15/2026

At current firm

0 y

since May 6, 2026

In the industry

17 y

since Jan 1, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Empower Advisory Group, LLC BD affiliated current
since May 6, 2026 · Haverstraw, Ny
Summit Trail Advisors, LLC independent RIA
Nov 22, 2024 to Sep 22, 2025 · New York, Ny
LPL Financial LLC BD affiliated
Jul 19, 2023 to Jul 16, 2024 · New York, Ny
Bancwest Investment Services, Inc. (Bwis) former
Jul 30, 2021 to Jul 19, 2023 · New York, Ny
UBS Financial Services Inc. wirehouse
Dec 22, 2009 to Jun 14, 2021 · Weehawken, Nj

Moves

a registration end followed by a registration begin elsewhere

Summit Trail Advisors, LLC to Empower Advisory Group, LLC
left Sep 22, 2025, registered May 6, 2026 (226 days) · RIA to affiliated broker-dealer or bank
LPL Financial LLC to Summit Trail Advisors, LLC
left Jul 16, 2024, registered Nov 22, 2024 (129 days) · Affiliated broker-dealer or bank to independent RIA
Bancwest Investment Services, Inc. (Bwis) to LPL Financial LLC
left Jul 19, 2023, registered Jul 19, 2023 (0 days) · corporate re-registration, not a move
UBS Financial Services Inc. to Bancwest Investment Services, Inc. (Bwis)
left Jun 14, 2021, registered Jul 30, 2021 (46 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Antonio Morel left Summit Trail Advisors, Llc for Empower Advisory Group, Llc (registered 2026-05-06)
Sep 22, 2025 · Advisor changed firm · fact
Antonio Morel left Lpl Financial Llc for Summit Trail Advisors, Llc (registered 2024-11-22)
Jul 16, 2024 · 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: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address