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.
Feed of 09/14/2026
Also filed as Laura Beth Hall
At current firm
0 y
since Mar 23, 2026
In the industry
12 y
since Apr 1, 2014 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Advisors Group independent RIA currentsince Mar 23, 2026 · Fort Wayne, In
- Kestra Advisory Services, LLC BD affiliatedAug 7, 2025 to Jan 13, 2026 · Angola, In
- Personal Wealth Partners LLC formerMay 2, 2022 to Oct 25, 2022 · Auburn, In
- Cx Institutional, LLC independent RIAJan 7, 2022 to Apr 30, 2025 · Auburn, In
Moves
a registration end followed by a registration begin elsewhere
- Kestra Advisory Services, LLC to Wealth Advisors Groupleft Jan 13, 2026, registered Mar 23, 2026 (69 days) · Affiliated broker-dealer or bank to independent RIA
- Cx Institutional, LLC to Personal Wealth Partners LLCleft Apr 30, 2025, registered May 2, 2022 (-1094 days) · RIA to RIA
- Personal Wealth Partners LLC to Kestra Advisory Services, LLCleft Oct 25, 2022, registered Aug 7, 2025 (1017 days) · RIA to affiliated broker-dealer or bank
Signals
- Laura Morton left Kestra Advisory Services, Llc for Wealth Advisors Group (registered 2026-03-23)Jan 13, 2026 · Advisor changed firm · fact
- Laura Morton left Cx Institutional, Llc for Personal Wealth Partners Llc (registered 2022-05-02)Apr 30, 2025 · Advisor changed firm · fact
- Laura Morton left Personal Wealth Partners Llc for Kestra Advisory Services, Llc (registered 2025-08-07)Oct 25, 2022 · 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
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address