DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

LISA MICHELLE HUNTER-ROBERTS

Advisor at WELLS FARGO ADVISORS

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:55b8e2a7-daff-96d2-2631-0833a73a8a16

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 1, 1998 to Sep 15, 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: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 10, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Dec 10, 1993
First registration: Jul 1, 1998
Dual registered: yes, broker-dealer
Other names: LISA MICHELLE MCMAHILL|LISA MICHELLE HAYNES|LISA MICHELLE BROWN|LISA MICHELLE HAYNES|LISA BROWN|LISA MICHELLE BROWN|LISA MICHELLE HUNTER|LISA MICHELLE HUNTER|LISA M. HUNTER-ROBERTS
IAPD individual key: 2409368

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
WELLS FARGO ADVISORS	Wirehouse	Sep 21, 2017	n/a	yes	SEATTLE, WA\|MILL CREEK, WA\|LYNNWOOD, WA\|FREELAND, WA\|BRIER, WA\|HAT ISLAND, WA	Current employment
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Feb 8, 2010	Sep 20, 2017	no	Arlington, WA\|Kirkland, WA\|Kirkland, WA\|Monroe, WA\|Lake Stevens, WA\|Everett, WA\|Mukilteo, WA\|Kenmore, WA\|LYNNWOOD, WA\|Edmonds, WA\|Monroe, WA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	May 2, 2009	Jan 27, 2010	no	MILL CREEK, WA\|SNOHOMISH, WA\|SNOHOMISH, WA\|MONROE, WA	Previous registration
WAMU INVESTMENTS, INC.	n/a	Mar 9, 2004	May 2, 2009	no	EVERETT, WA\|SNOHOMISH, WA\|MONROE, WA\|SNOHOMISH, WA\|MILL CREEK, WA\|SNOHOMISH, WA\|MILL CREEK, WA\|EVERETT, WA\|LYNNWOOD, WA\|LYNNWOOD, WA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Oct 16, 2003	Dec 2, 2003	no	BELLEVUE, WA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Jul 1, 1998	Jul 8, 2002	no	SEATTLE, WA	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
U.S. BANCORP INVESTMENTS, INC.	WELLS FARGO ADVISORS	Sep 20, 2017	Sep 21, 2017	1	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	U.S. BANCORP INVESTMENTS, INC.	Jan 27, 2010	Feb 8, 2010	12	Firm change	Other
WAMU INVESTMENTS, INC.	CHASE INVESTMENT SERVICES CORP.	May 2, 2009	May 2, 2009	0	Bulk transfer	Other
EQUITABLE ADVISORS, LLC	WAMU INVESTMENTS, INC.	Dec 2, 2003	Mar 9, 2004	98	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	EQUITABLE ADVISORS, LLC	Jul 8, 2002	Oct 16, 2003	465	Firm change after gap	Other

Relationships

Registered with (6)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Sep 21, 2017 to presentfactForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Feb 8, 2010 to Sep 20, 2017factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
May 2, 2009 to Jan 27, 2010factForm ADV
→ WAMU INVESTMENTS, INC.Registered adviserregistration: previous registration
Mar 9, 2004 to May 2, 2009factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 16, 2003 to Dec 2, 2003factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jul 1, 1998 to Jul 8, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:55b8e2a7-daff-96d2-2631-0833a73a8a16
First observed: Jul 1, 1998
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LISA MICHELLE HUNTER-ROBERTS

Advisor at WELLS FARGO ADVISORS

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:55b8e2a7-daff-96d2-2631-0833a73a8a16

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:43 PM UTC and rebuilt at most every 15 minutes.