Daniel Adair Morris

Employer firm

Thepartners Wealth Management CRD 314816

$1.18B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• TAMP PROGRAM/MODEL MANAGER/SUB ADVISOR

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 08/2019
  Jp Morgan Securities Llc
  Safford, AZ
• 03/2016 → 08/2019
  Jp Morgan Chase Bank
  Safford, AZ
• 02/2020 → 10/2024
  Scf Investment Advisors, Inc.
  Fresno, CA
• 08/2019 → 11/2019
  Freeport Mcmoran, Inc.
  Morenci, AZ
• 07/2020 → 12/2020
  Scf Securities, Inc.
  Fresno, CA
• 09/2024 → Present
  Thepartners Wealth Management
  Carmel By The Sea, CA

Previous Registrations

• 2020-02-18 → 2024-10-17
  Scf Investment Advisors, Inc.
  Safford, AZ
  San Diego, CA

Other Businesses

SELF EMPLOYED INSURANCE AGENT - NON INVESTMENT RELATED - 602 S 8TH AVE, SAFFORD AZ 85546 - SELLING FIXED INSURANCE & ANNUITY PRODUCTS; UNITED WAY OF GRAHAM & GREENLEE COUNTIES - NON-PROFIT - BOARD OF DIRECTORS (START 03/2020), TREASURER (START 01/2021) - MEET ONCE A MONTH TO VOTE ON HOW/WHERE TO ALLOCATE FUNDS, HANDLE FINANCES OF THE ORGANIZATION, REVIEW GRANTS, EXECUTIVE COMMITTEE MEMBER & FINANCE COMMITTEE CHAIR - SAME ADDRESS; D.A. MORRIS INVESTMENTS LLC - NON-INVESTMENT RELATED - 1398 CRIMSON CANYON DR, SAFFORD AZ 85546 - OWNER - STRICTLY FOR TAX PURPOSES - 4 HOURS PER MONTH, NONE DURING TRADING HOURS; SORENSEN FINANCIAL - ADMIN ASSISTANT - SAME ADDRESS - INVESTMENT RELATED - 40 HOURS/MONTH, NONE DURING TRADING HOURS - ASSISTING NATHAN SORENSEN IN COMPLETING CLIENT INVESTMENT DOCUMENTS/FORMS. ALSO ASSISTING IN REVIEW OF CURRENT CLIENT ACCOUNTS, ENSURING CASH DOES NOT BUILD, ETC; GUIDEPOINT CONSULTANTS - INVESTMENT RELATED - 40145 N PASSARO LN., SAN TAN VALLEY, AZ 85140 - CONSULTING SERVICES - CONSULTANT - 8/8/2022 - 12 HRS/MO - 0 HRS/MO - PROVIDE CONSULTING SERVICES ON AN AD-HOC BASIS FOR BUSINESS. WILL NOT BE PROVIDING INVESTMENT ADVISE, BUT ADVICE ON BUSINESS OPERATIONS, ECONOMICS, AND MANAGEMENT RELATED ADVICE SERVICES; INFINITY ACCOUNTING - NON INVESTMENT RELATED - 6859 E REMBRANDT AVE., STE. 124, MESA, AZ 85212 - ACCOUNTING FIRM - EMPLOYEE - 09/12/2022 - 80 HRS/MO - 0 HRS/MO - CONDUCT BOOKKEEPING, PAYROLL, AND ACCOUNTING RELATED TASKS; IMPACT FUNERAL PARTNERS - NON INVESTMENT RELATED - 112 E. MAIN ST., SAFFORD, AZ 85546 - CORPORATION - EMPLOYEE - 07/10/2023 - 80 HRS/MO - 0 HRS/MO - CPA, BOOKKEEPING, TAX PREP, AND ACCOUNTING RELATED TASKS Ash Creek Tax LLC - Not investment related - 4539 N 22ND ST STE R PHOENIX, AZ, 85016 - Filing simple Tax returns - 1099 Tax Preparer - 1/7/2026 - 30hr - 2hr - Tax Preparer

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-07
• S63 Uniform Securities Agent State Law Examination
  2015-03-26