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.
Brenda Ann Morris
- Professional profile
- linkedin.com/in/brenda-a-morris-cfp%C2%AE-%E2%93%A5-19087b4reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Humane Investing, LLC. state registered currentsince Jul 28, 2020 · Glen Allen, Va
- First Affirmative Financial Network LLC independent RIAOct 14, 2009 to Oct 1, 2020 · Glen Allen, Va
- Osaic Fs, Inc. formerAug 27, 2008 to Aug 28, 2009 · Glen Allen, Va
- Wells Fargo Advisors wirehouseFeb 7, 2006 to Apr 7, 2008 · Richmond, Va
- First Affirmative Financial Network LLC to Humane Investing, LLC.left Oct 1, 2020, registered Jul 28, 2020 (-65 days) · RIA to a state-registered adviser
- Osaic Fs, Inc. to First Affirmative Financial Network LLCleft Aug 28, 2009, registered Oct 14, 2009 (47 days) · Other
- Wells Fargo Advisors to Osaic Fs, Inc.left Apr 7, 2008, registered Aug 27, 2008 (142 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address