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
Morris Anthony Hilton
Feed of 09/14/2026
Also filed as Morris Hilton
At current firm
0 y
since Aug 6, 2026
In the industry
10 y
since Aug 1, 2016 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Aug 6, 2026 · West Hartford, Ct
- Wells Fargo Advisors wirehouseJan 25, 2024 to Aug 5, 2026 · Southbury, Ct
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 7, 2021 to Sep 11, 2023 · Danbury, Ct
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to LPL Financial LLCleft Aug 5, 2026, registered Aug 6, 2026 (1 days) · Wirehouse to affiliated broker-dealer or bank
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisorsleft Sep 11, 2023, registered Jan 25, 2024 (136 days) · Wirehouse to wirehouse
Signals
- Morris Anthony Hilton left Wells Fargo Advisors for Lpl Financial Llc (registered 2026-08-06)Aug 5, 2026 · Advisor changed firm · fact
- Morris Anthony Hilton left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Wells Fargo Advisors (registered 2024-01-25)Sep 11, 2023 · 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