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
Ana E Morris
Feed of 09/14/2026
Also filed as Ani Victoriano
At current firm
0 y
since Jun 24, 2026
In the industry
19 y
since Jul 26, 2007 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Nationwide Investment Advisors, LLC BD affiliated currentsince Jun 24, 2026 · Columbus, Oh
- Allstate Financial Advisors, LLC BD affiliatedMay 15, 2013 to Oct 21, 2021 · Doral, Fl
- Pruco Securities, LLC no RAUMJul 26, 2007 to Mar 6, 2013 · Coral Gables, Fl
Moves
a registration end followed by a registration begin elsewhere
- Allstate Financial Advisors, LLC to Nationwide Investment Advisors, LLCleft Oct 21, 2021, registered Jun 24, 2026 (1707 days) · Affiliated broker-dealer or bank to another
- Pruco Securities, LLC to Allstate Financial Advisors, LLCleft Mar 6, 2013, registered May 15, 2013 (70 days) · Other
Signals
No dated event on this person.
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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address