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.

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Registered advisor

K•••••• M•••••••

S••• W••••• L••BD affiliatedSan Francisco, Ca dual registrantIAPD 6599404

Feed of 09/15/2026

Also filed as Cynthia Mcmorris

At current firm

0 y

since Aug 17, 2026

In the industry

10 y

since Jan 1, 2016 (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

S••• W••••• L•• BD affiliated current
since Aug 17, 2026 · San Francisco, Ca
J••• M••••• S••••••••• L•• wirehouse
May 20, 2025 to Mar 25, 2026 · Jacksonville, Fl
C•••••••• G••••• M•••••• I••• BD affiliated
May 25, 2023 to May 30, 2025 · Jacksonville, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jun 6, 2016 to Dec 26, 2021 · Jacksonville, Fl

Moves

a registration end followed by a registration begin elsewhere

J••• M••••• S••••••••• L•• to S••• W••••• L••
left Mar 25, 2026, registered Aug 17, 2026 (145 days) · Wirehouse to affiliated broker-dealer or bank
C•••••••• G••••• M•••••• I••• to J••• M••••• S••••••••• L••
left May 30, 2025, registered May 20, 2025 (-10 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•••••••• G••••• M•••••• I•••
left Dec 26, 2021, registered May 25, 2023 (515 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team

Signals

Kanecia Mcmorris left J.P. Morgan Securities Llc for Sofi Wealth Llc (registered 2026-08-17)
Mar 25, 2026 · Advisor changed firm · fact
Kanecia Mcmorris left Citigroup Global Markets Inc. for J.P. Morgan Securities Llc (registered 2025-05-20)
May 30, 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address