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ED

Elizabeth P. Durkee

Some features on this profile are disabled
CRD#: 2749077
ED

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Elizabeth Porter Durkee, who also goes by Betsy Porter, Elizabeth Edwards Porter, was a registered financial professional .

Elizabeth is a previously registered financial professional and started their career in finance in 1996. Elizabeth had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Betsy Porter | Elizabeth Edwards Porter

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 10, 2023 - June 16, 2025

MORNINGSTAR INVESTMENT SERVICES LLC

BD
CRD#: 112525
CHICAGO, IL
Past

May 20, 2019 - April 5, 2021

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
New York, NY
Past

November 2, 2015 - November 14, 2017

NATIXIS DISTRIBUTION, LLC

BD
CRD#: 34754
BOSTON, MA
Past

July 2, 1996 - March 11, 1998

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MI
MORNINGSTAR INVESTMENT SERVICES LLC
MORNINGSTAR INVESTMENT SERVICES LLC | MORNINGSTAR INVESTMENT SERVICES,INC | MORNINGSTAR INVESTMENT SERVICES, INC. | MORNINGSTAR INVESTMENT SERVICES, INC

CRD#: 112525 / SEC#: 801-60401, 8-53593

RIA
Registered Investment Advisory firm - SEC (7/9/2001 Approved)
BD
Terminated by SEC on 07/01/2025

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 7/25/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/3/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/14/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/2/2015
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/28/2016
General Securities Principal Examination

Current Firm

MI
MORNINGSTAR INVESTMENT SERVICES LLC
MORNINGSTAR INVESTMENT SERVICES LLC | MORNINGSTAR INVESTMENT SERVICES,INC | MORNINGSTAR INVESTMENT SERVICES, INC. | MORNINGSTAR INVESTMENT SERVICES, INC

CRD#: 112525 / SEC#: 801-60401, 8-53593

RIA
Registered Investment Advisory firm - SEC (7/9/2001 Approved)
BD
Terminated by SEC on 07/01/2025
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Contact information

Main Address
22 West Washington Street, Chicago, IL 60602-1605
Mailing Address
Phone number
(312) 696-6000
Established
Delaware since 12/20/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
7

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MORNINGSTAR MANAGED PLAN SOLUTIONS (7/8/2025)

Direct owners and executive officers

NamePositionCRD#
MORNINGSTAR INVESTMENT MANAGEMENT LLCSOLE MEMBER108031
LARSON, ANGELA LYNNEINTERIM CHIEF COMPLIANCE OFFICER, SECRETARY5490162
LINSTRA, JONATHAN GRAHAMPRESIDENT (BD ONLY)2470755

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
05/14/2025
Cover Page
Report
08/20/2024
Cover Page
Report
09/28/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MORNINGSTAR INVESTMENT SERVICES LLC

CRD#: 112525

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