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
Blake Barnes Morris
Feed of 09/14/2026
Also filed as Morris Blake Blake
At current firm
18 y
since Apr 7, 2008
In the industry
23 y
since Jun 9, 2003 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
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
- Hilltop Securities Inc. BD affiliated currentsince Jun 16, 2016 · Dallas, Tx
- Hilltop Securities Asset Management, LLC institutional currentsince Apr 7, 2008 · Dallas, Tx
- Fsw Advisory Services Inc. formerMay 10, 2017 to Feb 22, 2019 · Dallas, Tx
- Goldman Sachs Wealth Services, L.P. BD affiliatedJun 10, 2003 to Apr 7, 2008 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- Fsw Advisory Services Inc. to no registered destinationleft Feb 22, 2019 · Departure, no registered destination
- Goldman Sachs Wealth Services, L.P. to Hilltop Securities Asset Management, LLCleft Apr 7, 2008, registered Apr 7, 2008 (0 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
- Institutional managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address