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.
Advisor moves
Departures from Morris Financial Concepts, Inc.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Savannah Rose Cooper | Morris Financial Concepts, Inc. independent RIA | Cogentblue independent RIA | RIA to RIA | Jul 2, 2025 | Jul 23, 2025 |
| Brian Jeffery Cummings | Morris Financial Concepts, Inc. independent RIA | Cetera Investment Advisers LLC other | Other | Aug 9, 2018 | Jan 5, 2018 |
| Mary Elizabeth Ivy | Morris Financial Concepts, Inc. other | Gordon Financial state registered | Other | Feb 3, 2015 | Mar 2, 2015 |
| Daniel Patrick Callahan | Morris Financial Concepts, Inc. other | Questis unclassified | Other | Dec 4, 2014 | Dec 10, 2014 |
| Mario Anthony Nardone | Morris Financial Concepts, Inc. other | East Bay Investment Solutions state registered | Other | Aug 15, 2013 | Jan 30, 2014 (168 d) |
| Charles Dustin Capasso | Morris Financial Concepts, Inc. other | Detterbeck Wealth Management other | Other | Aug 30, 2011 | Feb 23, 2012 (177 d) |
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6 moves match.