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
Damon Conor Page Moran
Feed of 09/15/2026
At current firm
2 y
since Jun 15, 2024
In the industry
25 y
since Aug 9, 2001 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Thurston Springer Advisors BD affiliated currentsince Jun 15, 2024 · Indianapolis, In
- Phillips Capital Advisors, Inc. formerFeb 21, 2012 to Jun 28, 2024 · Oklahoma City, Ok
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 5, 2006 to Feb 21, 2012 · Oklahoma City, Ok
Moves
a registration end followed by a registration begin elsewhere
- Phillips Capital Advisors, Inc. to Thurston Springer Advisorsleft Jun 28, 2024, registered Jun 15, 2024 (-13 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Phillips Capital Advisors, Inc.left Feb 21, 2012, registered Feb 21, 2012 (0 days) · Other
Signals
- Damon Conor Page Moran left Phillips Capital Advisors, Inc. for Thurston Springer Advisors (registered 2024-06-15)Jun 28, 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address