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.
M••••• H••••• S••••
- Title
- Partner, Financial Planner · San Diego, CAreportedworthpointeinvest.comfirm site, Sep 15, 2026
- Designations
- CFP, MBAreportedworthpointeinvest.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “PARTNER, FINANCIAL PLANNER”reportedworthpointeinvest.comthe sentence on the bio page
- Years, as the firm states
- 20reportedworthpointeinvest.com“Morgan H Smith Jr. is a Partner with the firm, an author, speaker, and experienced financial advisor who has over 20 years of experience working with families, trusts, and business owners.”
- Professional profile
- worthpointeinvest.com/morgan-h-smith-jrreportedworthpointeinvest.comfirm site, Sep 15, 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.
- W••••••••• independent RIA currentsince Aug 23, 2010 · Ramona, Ca
- C••••••••• W••••• L•• formerApr 12, 2022 to Dec 31, 2025 · Ramona, Ca
- T••••••• L••• formerMar 4, 2010 to Dec 31, 2013 · San Diego, Ca
- E••••••• W••••• A••••••• formerOct 10, 2007 to Feb 19, 2010 · San Diego, Ca
- M••••••••• • A••••••••• I••• unclassifiedJun 2, 2005 to Sep 11, 2007 · San Diego, Ca
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedAug 17, 2004 to Jun 3, 2005 · San Diego, Ca
- A••••••••• F•••••••• S•••••••• L•• national BDFeb 24, 2003 to Jul 26, 2004 · San Diego, Ca
- C••••••••• W••••• L•• to no registered destinationleft Dec 31, 2025 · Departure, no registered destination
- T••••••• L••• to W•••••••••left Dec 31, 2013, registered Aug 23, 2010 (-1226 days) · Other
- E••••••• W••••• A••••••• to T••••••• L•••left Feb 19, 2010, registered Mar 4, 2010 (13 days) · Other
- M••••••••• • A••••••••• I••• to E••••••• W••••• A•••••••left Sep 11, 2007, registered Oct 10, 2007 (29 days) · Other
- B••• O• A•••••• I••••••••• S•••••••• I••• to M••••••••• • A••••••••• I•••left Jun 3, 2005, registered Jun 2, 2005 (-1 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to B••• O• A•••••• I••••••••• S•••••••• I•••left Jul 26, 2004, registered Aug 17, 2004 (22 days) · Other
- M••••• H••••• S•••• no longer registered at C••••••••• W••••• L••; no later IA registration on IAPDDec 31, 2025 · Advisor departure · fact
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
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address