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
Arrivals at Morton Brown Family Wealth LLC
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 |
|---|---|---|---|---|---|
| Julia Naccarato | A Better Way Financial, LLC independent RIA | Morton Brown Family Wealth LLC independent RIA | RIA to RIA | Nov 26, 2025 | Dec 10, 2025 |
| Sean Anthony Roth | Captrust institutional | Morton Brown Family Wealth LLC independent RIA | Other | Dec 14, 2023 | Nov 15, 2023 |
| Jonathan David Kerstetter | Commonwealth Financial Network national BD | Morton Brown Family Wealth LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 29, 2022 | May 18, 2022 |
| Cody Ryan Demmel | Janney Montgomery Scott LLC BD affiliated | Morton Brown Family Wealth LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 26, 2020 | Mar 31, 2020 |
| Kathryn Marie Brown | Corbenic Partners, LLC independent RIA | Morton Brown Family Wealth LLC no RAUM | RIA to a newly registered adviser | Apr 30, 2018 | Apr 24, 2018 |
| Dennis Charles Morton | Corbenic Partners, LLC independent RIA | Morton Brown Family Wealth LLC no RAUM | RIA to a newly registered adviser | Apr 30, 2018 | Apr 25, 2018 |
Page 1 of 1
6 moves match.