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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

M•••• M••••• M•••••••

T• R••• P•••• A••••••• S•••••••• I•••BD affiliatedOwings Mills, Mddual registrantIAPD 4560908

Certified Financial Planner

Feed of 09/14/2026

Also filed as Mycha Mychelle Morgan

At current firm

1 y

since Nov 26, 2024

In the industry

25 y

since Aug 6, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

T• R••• P•••• A••••••• S•••••••• I••• BD affiliated current
since Nov 26, 2024 · Owings Mills, Md
B••••••• W••••• A•••••••• L•• independent RIA
Oct 27, 2021 to Aug 27, 2024 · Frederick, Md
P•••••• A•••••• G••••• L•• BD affiliated
Feb 11, 2020 to Nov 23, 2021 · Morristown, Nj
W••••• A•••• M••••••••• I••• unclassified
Oct 31, 2005 to Dec 31, 2005 · Towson, Md
C•••• P•••• A••••••• L•• former
Jan 1, 2002 to Dec 31, 2004 · Towson, Md

Moves

a registration end followed by a registration begin elsewhere

B••••••• W••••• A•••••••• L•• to T• R••• P•••• A••••••• S•••••••• I•••
left Aug 27, 2024, registered Nov 26, 2024 (91 days) · RIA to affiliated broker-dealer or bank
P•••••• A•••••• G••••• L•• to B••••••• W••••• A•••••••• L••
left Nov 23, 2021, registered Oct 27, 2021 (-27 days) · Affiliated broker-dealer or bank to independent RIA
W••••• A•••• M••••••••• I••• to P•••••• A•••••• G••••• L••
left Dec 31, 2005, registered Feb 11, 2020 (5155 days) · Other
C•••• P•••• A••••••• L•• to W••••• A•••• M••••••••• I•••
left Dec 31, 2004, registered Oct 31, 2005 (304 days) · Other

Signals

M•••• M••••• M••••••• left B••••••• W••••• A•••••••• L•• for T• R••• P•••• A••••••• S•••••••• I••• (registered 2024-11-26)
Aug 27, 2024 · a•••••• firm change · 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