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

Ryan Michael Walker

Morningstar Investment Management LLCmixed wealthChicago, IlIA-onlyIAPD 7292311

Feed of 09/14/2026

Also filed as Ryan Walker

At current firm

1 y

since May 30, 2025

In the industry

11 y

since Aug 1, 2015 (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

Morningstar Investment Management LLC mixed wealth current
since May 30, 2025 · Chicago, Il
Morningstar Investment Services LLC former
Aug 7, 2023 to Jun 16, 2025 · Chicago, Il
Janney Montgomery Scott LLC BD affiliated
May 4, 2021 to Jun 13, 2022 · Westbrook, Ct

Moves

a registration end followed by a registration begin elsewhere

Morningstar Investment Services LLC to Morningstar Investment Management LLC
left Jun 16, 2025, registered May 30, 2025 (-17 days) · RIA to RIA · moved with a team
Janney Montgomery Scott LLC to Morningstar Investment Services LLC
left Jun 13, 2022, registered Aug 7, 2023 (420 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Ryan Michael Walker left Morningstar Investment Services Llc for Morningstar Investment Management Llc (registered 2025-05-30)
Jun 16, 2025 · Advisor changed firm · fact
Ryan Michael Walker left Janney Montgomery Scott Llc for Morningstar Investment Services Llc (registered 2023-08-07)
Jun 13, 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: Wealth manager with institutional or fund businessderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address