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

Tyler James Morin

U.S. Bancorp Advisors, LLCBD affiliatedSalt Lake City, Ut dual registrantIAPD 5540391

Feed of 09/15/2026

Also filed as Tyler James Morin

At current firm

0 y

since Feb 20, 2026

In the industry

16 y

since Mar 9, 2010 (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.S. Bancorp Advisors, LLC BD affiliated current
since Feb 20, 2026 · Riverton, Ut
LPL Financial LLC BD affiliated
Jan 5, 2021 to Feb 28, 2026 · Bountiful, Ut
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 3, 2019 to Dec 22, 2020 · Salt Lake City, Ut
Charles Schwab & Co., Inc. national BD
Apr 3, 2014 to Oct 9, 2019 · Cottonwood Heights, Ut
Wells Fargo Advisors wirehouse
Jan 3, 2011 to Mar 5, 2014 · Tooele, Ut
Wells Fargo Investments, LLC unclassified
Mar 15, 2010 to Jan 3, 2011 · Tooele, Ut

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to U.S. Bancorp Advisors, LLC
left Feb 28, 2026, registered Feb 20, 2026 (-8 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to LPL Financial LLC
left Dec 22, 2020, registered Jan 5, 2021 (14 days) · Wirehouse to affiliated broker-dealer or bank
Charles Schwab & Co., Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 9, 2019, registered Oct 3, 2019 (-6 days) · Affiliated broker-dealer or bank to wirehouse
Wells Fargo Advisors to Charles Schwab & Co., Inc.
left Mar 5, 2014, registered Apr 3, 2014 (29 days) · Wirehouse to affiliated broker-dealer or bank
Wells Fargo Investments, LLC to Wells Fargo Advisors
left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move

Signals

Tyler James Morin left Lpl Financial Llc for U.S. Bancorp Advisors, Llc (registered 2026-02-20)
Feb 28, 2026 · 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: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address