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RIA / WealthAdvisor42 years in industry

MICHAEL CHARLES WEBER

Advisor at RESEARCH & PORTFOLIO MANAGEMENT

CRESCENT SPRINGS, KY

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 10, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RESEARCH & PORTFOLIO MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 18, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Apr 18, 1984
First registration: Jun 10, 2002
Dual registered: no
Other names: MIKE WEBER
IAPD individual key: 1255635

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RESEARCH & PORTFOLIO MANAGEMENT	Independent wealth	Aug 17, 2011	n/a	yes	CRESCENT SPRINGS, KY	Current employment
CANTELLA & CO., INC.	Former SEC adviser	Apr 17, 2009	Nov 25, 2011	no	CRESCENT SPRINGS, KY\|MALDEN, MA\|CRESCENT SPRINGS, KY	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 2, 2009	Apr 22, 2009	no	SAINT PETERSBURG, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Jun 10, 2002	Jan 2, 2009	no	CRESCENT SPRINGS, KY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CANTELLA & CO., INC.	RESEARCH & PORTFOLIO MANAGEMENT	Nov 25, 2011	Aug 17, 2011	-100	Firm change after gap	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	CANTELLA & CO., INC.	Apr 22, 2009	Apr 17, 2009	-5	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 2, 2009	Jan 2, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ RESEARCH & PORTFOLIO MANAGEMENTRegistered adviserregistration: current employment
Aug 17, 2011 to presentfactForm ADV
→ CANTELLA & CO., INC.Registered adviserregistration: previous registration
Apr 17, 2009 to Nov 25, 2011factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 2, 2009 to Apr 22, 2009factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 10, 2002 to Jan 2, 2009factForm ADV

Dated events

No dated event names this entity yet.