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
Morgan Claire Campbell
Feed of 09/14/2026
At current firm
9 y
since Nov 30, 2016
In the industry
11 y
since Oct 30, 2014 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
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
- Alliancebernstein L.P. other currentsince Nov 30, 2016 · New York, Ny
- Securian Financial Services, Inc. formerNov 5, 2014 to Feb 24, 2016 · San Diego, Ca
- Cri Securities, LLC formerNov 5, 2014 to Feb 24, 2016 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- Securian Financial Services, Inc. to Cri Securities, LLCleft Feb 24, 2016, registered Nov 5, 2014 (-476 days) · channel change inside one enterprise, not a move
- Cri Securities, LLC to Alliancebernstein L.P.left Feb 24, 2016, registered Nov 30, 2016 (280 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
- Other adviserderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address