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 Morton Wealth
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 |
|---|---|---|---|---|---|
| Nicolas Castano | Morton Wealth independent RIA | Tru Independence Asset Management 2, LLC independent RIA | RIA to RIA | Apr 27, 2026 | Apr 24, 2026 |
| Hunter Pearson Daniel | Morton Wealth independent RIA | Intelligence Driven Advisers, LLC independent RIA | RIA to RIA | Apr 21, 2026 | May 14, 2026 |
| Michael Grosslight | Morton Wealth independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Apr 21, 2026 | May 7, 2026 |
| Kevin Michael Klein | Morton Wealth independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Dec 16, 2025 | Apr 7, 2026 (112 d) |
| Liam O'Hara | Morton Wealth independent RIA | One Capital Management, LLC independent RIA | RIA to RIA | Jun 16, 2025 | Nov 16, 2025 (153 d) |
| Jon Andrew Wingent | Morton Wealth independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 20, 2025 | May 29, 2025 |
| Thao Thien Truong | Morton Wealth independent RIA | Anora Wealth state registered | RIA to a state-registered adviser | May 8, 2025 | Aug 11, 2025 (95 d) |
| Sarah Elizabeth Ellis | Morton Wealth independent RIA | Curated Wealth Partners, LLC independent RIA | RIA to RIA | Jun 20, 2023 | Jun 28, 2023 |
| Olivia Denise Payne | Morton Wealth independent RIA | Tamar Securities, LLC independent RIA | RIA to RIA | Apr 18, 2023 | Jun 1, 2023 (44 d) |
| Lynn Richard Calvert | Morton Wealth independent RIA | Wealth Ops, LLC unclassified | Other | Sep 30, 2022 | Nov 30, 2022 (61 d) |
| Cameron Meek | Morton Wealth independent RIA | Regatta Capital Group, LLC independent RIA | RIA to RIA | Aug 25, 2022 | Sep 16, 2022 |
| Lauren Nicole Salas | Morton Wealth independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Aug 18, 2022 | Aug 18, 2022 |
| Celia Tanya Meagher | Morton Wealth independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Jul 5, 2022 | Apr 29, 2025 (1029 d) |
| Brian Nichols Mann | Morton Wealth independent RIA | Osaic Institutions, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 24, 2021 | Jan 2, 2026 (1500 d) |
| Christopher Wahl | Morton Wealth independent RIA | Manhattan West Asset Management, LLC independent RIA | RIA to RIA | Jun 16, 2021 | Aug 22, 2021 (67 d) |
| Scott Howard Shlecter | Morton Wealth other | Shlecter Wealth Management, LLC state registered | Other | Apr 2, 2013 | Jan 15, 2025 (4306 d) |
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16 moves match.