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

Bobby Lewis Morton

Raymond James Financial Services Advisors, IncBD affiliatedRockville, Mddual registrantIAPD 6550348

Certified Financial Planner

Feed of 09/14/2026

Also filed as Bobby Lewis Morton

At current firm

0 y

since Jun 24, 2026

In the industry

19 y

since Sep 1, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Raymond James Financial Services Advisors, Inc BD affiliated current
since Jun 24, 2026 · Rockville, Md
Mariner BD affiliated
May 17, 2024 to Nov 26, 2024 · Washington, Dc
Cresset Asset Management, LLC independent RIA
Oct 5, 2021 to Feb 20, 2024 · Atlanta, Ga
Berman Capital Advisors, LLC former
Mar 22, 2021 to Oct 19, 2021 · Atlanta, Ga
Voya Investment Management Co. LLC asset manager
Mar 11, 2019 to Mar 4, 2021 · Atlanta, Ga
Park Avenue Securities LLC BD affiliated
Dec 13, 2018 to Feb 11, 2019 · Alpharetta, Ga

Moves

a registration end followed by a registration begin elsewhere

Mariner to Raymond James Financial Services Advisors, Inc
left Nov 26, 2024, registered Jun 24, 2026 (575 days) · Affiliated broker-dealer or bank to another
Cresset Asset Management, LLC to Mariner
left Feb 20, 2024, registered May 17, 2024 (87 days) · RIA to affiliated broker-dealer or bank
Berman Capital Advisors, LLC to Cresset Asset Management, LLC
left Oct 19, 2021, registered Oct 5, 2021 (-14 days) · RIA to RIA · moved with a team
Voya Investment Management Co. LLC to Berman Capital Advisors, LLC
left Mar 4, 2021, registered Mar 22, 2021 (18 days) · Other
Park Avenue Securities LLC to Voya Investment Management Co. LLC
left Feb 11, 2019, registered Mar 11, 2019 (28 days) · Other

Signals

Bobby Lewis Morton left Mariner for Raymond James Financial Services Advisors, Inc (registered 2026-06-24)
Nov 26, 2024 · Advisor changed firm · fact
Bobby Lewis Morton left Cresset Asset Management, Llc for Mariner (registered 2024-05-17)
Feb 20, 2024 · 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: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address