DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

MICHAEL ROSS

Advisor at T.R.U.E. COASTAL CAPITAL, LLC

SAVANNAH, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:380e6995-d6aa-3082-89b5-68b4eb536ae7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 5, 2013 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: T.R.U.E. COASTAL CAPITAL, LLC
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: Oct 10, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Oct 10, 2011
First registration: Sep 5, 2013
Dual registered: yes, broker-dealer
Other names: MICHAEL D. ROSS|MICHAEL D ROSS
IAPD individual key: 5941473

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
T.R.U.E. COASTAL CAPITAL, LLC	Independent wealth	Nov 16, 2023	n/a	yes	SAVANNAH, GA	Current employment
T.R.U.E. COASTAL CAPITAL, LLC	Independent wealth	Nov 16, 2023	Oct 20, 2025	no	SAVANNAH, GA	Previous registration
MUTUAL ADVISORS, LLC	Bd affiliated wealth	Sep 30, 2019	Dec 13, 2023	no	Rochester, NY\|Savannah, GA\|Savannah, GA	Previous registration
NORTHLANDING FINANCIAL PARTNERS, LLC	Independent wealth	Jan 6, 2017	Sep 30, 2019	no	ROCHESTER, NY	Previous registration
NORTHLANDING FINANCIAL PARTNERS, LLC	Independent wealth	May 16, 2016	Dec 31, 2016	no	ROCHESTER, NY	Previous registration
HIGH FALLS ADVISORS, INC.	Independent wealth	Sep 5, 2013	May 16, 2016	no	ROCHESTER, NY	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
MUTUAL ADVISORS, LLC	T.R.U.E. COASTAL CAPITAL, LLC	Dec 13, 2023	Nov 16, 2023	-27	Firm change	Ibd to RIA
NORTHLANDING FINANCIAL PARTNERS, LLC	MUTUAL ADVISORS, LLC	Sep 30, 2019	Sep 30, 2019	0	Firm change	RIA to ibd
HIGH FALLS ADVISORS, INC.	NORTHLANDING FINANCIAL PARTNERS, LLC	May 16, 2016	May 16, 2016	0	Firm change	Other

Relationships

Registered with (4)

→ T.R.U.E. COASTAL CAPITAL, LLCRegistered adviserregistration: previous registration
Nov 16, 2023 to Oct 20, 2025factForm ADV
→ MUTUAL ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 30, 2019 to Dec 13, 2023factForm ADV
→ NORTHLANDING FINANCIAL PARTNERS, LLCRegistered adviserregistration: previous registration
Jan 6, 2017 to Sep 30, 2019factForm ADV
→ HIGH FALLS ADVISORS, INC.Registered adviserregistration: previous registration
Sep 5, 2013 to May 16, 2016factForm ADV

Dated events

Occurred
Dec 13, 2023
Advisor changed firm
Michael Ross left Mutual Advisors, Llc for T.R.U.E. Coastal Capital, Llc (registered 2023-11-16)
Form ADVobserved 6 days ago