# RYAN L MORELLI

RYAN L MORELLI is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with EDUCATION BASED SOLUTIONS, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EDUCATION BASED SOLUTIONS, LLC](https://search.stillhousedata.com/firm/304287) | 2020-05-07 | present | Yes |
| [WEALTHSOURCE®](https://search.stillhousedata.com/firm/282202) | 2016-11-22 | 2019-05-02 | — |
| [WEALTHSOURCE®](https://search.stillhousedata.com/firm/282202) | 2016-02-23 | 2016-05-10 | — |
| [AVANT-GARDE ADVISORS LLC](https://search.stillhousedata.com/firm/151527) | 2015-04-21 | 2016-02-26 | — |
| [CAPITAL MARKETS IQ, LLC](https://search.stillhousedata.com/firm/134921) | 2013-06-12 | 2015-05-04 | — |
| [SECURE RETIREMENT SOLUTIONS, INC.](https://search.stillhousedata.com/firm/136651) | 2006-01-12 | 2013-06-10 | — |
| [PARTNERVEST ADVISORY SERVICES LLC](https://search.stillhousedata.com/firm/113621) | 2004-06-07 | 2005-02-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2968770)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2968770.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.