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 Callahan Golich

Osaic Advisory Services, LLCBD affiliatedBloomfield Hills, Mi dual registrantIAPD 6671800

Feed of 09/14/2026

Also filed as Morgan C Golich

At current firm

2 y

since Jan 12, 2024

In the industry

10 y

since Jun 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

Osaic Advisory Services, LLC BD affiliated current
since Jan 12, 2024 · Atlanta, Ga
Creative Planning Institutional Advisors, LLC institutional
Jan 11, 2022 to Jan 5, 2024 · Bloomfield Hills, Mi
Cetera Investment Advisers LLC BD affiliated
Nov 12, 2020 to Jan 9, 2024 · Bloomfield Hills, Mi
First Allied Advisory Services, Inc. former
Jan 19, 2018 to Nov 12, 2020 · Bloomfield Hills, Mi
Signator Investors, Inc. former
Oct 24, 2016 to Dec 31, 2016 · Southfield, Mi

Moves

a registration end followed by a registration begin elsewhere

Cetera Investment Advisers LLC to Creative Planning Institutional Advisors, LLC
left Jan 9, 2024, registered Jan 11, 2022 (-728 days) · Other · moved with a team
Creative Planning Institutional Advisors, LLC to Osaic Advisory Services, LLC
left Jan 5, 2024, registered Jan 12, 2024 (7 days) · Other · moved with a team
First Allied Advisory Services, Inc. to Cetera Investment Advisers LLC
left Nov 12, 2020, registered Nov 12, 2020 (0 days) · corporate re-registration, not a move
Signator Investors, Inc. to First Allied Advisory Services, Inc.
left Dec 31, 2016, registered Jan 19, 2018 (384 days) · Other

Signals

Morgan Callahan Golich left Cetera Investment Advisers Llc for Creative Planning Institutional Advisors, Llc (registered 2022-01-11)
Jan 9, 2024 · Advisor changed firm · fact
Morgan Callahan Golich left Creative Planning Institutional Advisors, Llc for Osaic Advisory Services, Llc (registered 2024-01-12)
Jan 5, 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address