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
Janet Louise Morris
Feed of 09/15/2026
Also filed as Janet Paletta English
At current firm
1 y
since May 2, 2025
In the industry
18 y
since Jun 12, 2008 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Wesbanco Securities, Inc. BD affiliated currentsince May 2, 2025 · Parkersburg, Wv
- LPL Enterprise, LLC BD affiliatedNov 14, 2024 to Apr 25, 2025 · Columbus, Oh
- Pruco Securities, LLC no RAUMAug 31, 2020 to Nov 14, 2024 · Canonsburg, Pa
- First Command Advisory Services BD affiliatedJan 17, 2020 to Aug 18, 2020 · Fort Worth, Tx
- Wesbanco Securities, Inc. BD affiliatedJul 6, 2015 to Feb 5, 2020 · Wheeling, Wv
- Huntington Financial Advisors BD affiliatedJan 26, 2011 to Jun 22, 2015 · Chester, Wv
Moves
a registration end followed by a registration begin elsewhere
- LPL Enterprise, LLC to Wesbanco Securities, Inc.left Apr 25, 2025, registered May 2, 2025 (7 days) · Affiliated broker-dealer or bank to another
- Pruco Securities, LLC to LPL Enterprise, LLCleft Nov 14, 2024, registered Nov 14, 2024 (0 days) · corporate re-registration, not a move
- First Command Advisory Services to Pruco Securities, LLCleft Aug 18, 2020, registered Aug 31, 2020 (13 days) · Affiliated broker-dealer or bank to another
- Wesbanco Securities, Inc. to First Command Advisory Servicesleft Feb 5, 2020, registered Jan 17, 2020 (-19 days) · Affiliated broker-dealer or bank to another
- Huntington Financial Advisors to Wesbanco Securities, Inc.left Jun 22, 2015, registered Jul 6, 2015 (14 days) · Other
Signals
- Janet Louise Morris left Lpl Enterprise, Llc for Wesbanco Securities, Inc. (registered 2025-05-02)Apr 25, 2025 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address