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Registered advisor

M••••• A••••• M••••

U•• F•••••••• S••••••• I•••wirehouseFt. Worth, Tx dual registrantIAPD 4543459

Feed of 09/15/2026

Also filed as Trey Morse

At current firm

1 y

since Oct 3, 2024

In the industry

24 y

since Aug 27, 2002 (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

U•• F•••••••• S••••••• I••• wirehouse current
since Oct 3, 2024 · Plano, Tx
M••••• S•••••• wirehouse
Jun 1, 2009 to Sep 11, 2024 · Arlington, Tx
M••••• S•••••• • C•• L•• unclassified
Apr 2, 2007 to Jun 1, 2009 · Dallas, Tx
M••••• S•••••• D• I••• unclassified
Sep 4, 2002 to Apr 2, 2007 · Southlake, Tx

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to U•• F•••••••• S••••••• I•••
left Sep 11, 2024, registered Oct 3, 2024 (22 days) · Wirehouse to wirehouse
M••••• S•••••• • C•• L•• to M••••• S••••••
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move

Signals

M••••• A••••• M•••• left M••••• S•••••• for U•• F•••••••• S••••••• I••• (registered 2024-10-03)
Sep 11, 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: Wirehousederived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address