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RIA / WealthAdvisor16 years in industry

MELISSA DAVIS

Advisor at STRAIGHT LINE INVESTMENT GROUP, LLC

IDAHO FALLS, ID

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Search this name across graphsid dfx:ria:3d3f042b-a327-692a-e082-cf3c4d9f2e4e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 20, 2010 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: STRAIGHT LINE INVESTMENT GROUP, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 19, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S66
First exam: May 19, 2010
First registration: May 20, 2010
Dual registered: no
Other names: MELISSA MORRILL
IAPD individual key: 5526198

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
STRAIGHT LINE INVESTMENT GROUP, LLC	State registered	May 6, 2013	n/a	yes	IDAHO FALLS, ID	Current employment
INVESTOR FAN	Independent wealth	Feb 15, 2013	Mar 4, 2013	no	AMMON, ID	Previous registration
Sca	Former SEC adviser	Apr 2, 2012	Feb 14, 2013	no	AMMON, ID	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	May 20, 2010	Sep 2, 2011	no	AMMON, ID	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
INVESTOR FAN	STRAIGHT LINE INVESTMENT GROUP, LLC	Mar 4, 2013	May 6, 2013	63	Firm change	Other
Sca	INVESTOR FAN	Feb 14, 2013	Feb 15, 2013	1	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	Sca	Sep 2, 2011	Apr 2, 2012	213	Firm change	Other

Relationships

Registered with (4)

→ STRAIGHT LINE INVESTMENT GROUP, LLCRegistered adviserregistration: current employment
May 6, 2013 to presentfactForm ADV
→ INVESTOR FANRegistered adviserregistration: previous registration
Feb 15, 2013 to Mar 4, 2013factForm ADV
→ SCARegistered adviserregistration: previous registration
Apr 2, 2012 to Feb 14, 2013factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 20, 2010 to Sep 2, 2011factForm ADV

Dated events

No dated event names this entity yet.