DFX Intelligence

Data Factory

RIA / WealthAdvisor21 years in industry

MICHAEL DAVID WELCHER

Advisor at CROWNSTONE ADVISORY & INVESTMENT CORP

San Diego, CA | ATLANTA, 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:903cd03b-0433-96bb-db69-eb48123138dc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 10, 2005 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: CROWNSTONE ADVISORY & INVESTMENT CORP
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 9, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S66
First exam: Aug 9, 2005
First registration: Aug 10, 2005
Dual registered: no
Other names: Mickey Welcher
IAPD individual key: 3076650

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
CROWNSTONE ADVISORY & INVESTMENT CORP	No RAUM reported	May 22, 2026	n/a	yes	ATLANTA, GA\|San Diego, CA	Current employment
Dynamic	Independent wealth	Oct 2, 2024	Aug 26, 2025	no	SAN DIEGO, CA\|PHOENIX, AZ	Previous registration
Envestim	n/a	Oct 28, 2011	Dec 31, 2020	no	SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration
SPECTRAL ASSET MANAGEMENT, L.L.C.	n/a	Mar 3, 2008	Jan 1, 2012	no	SAN DIEGO, CA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	May 16, 2007	no	SAN DIEGO, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Aug 10, 2005	Apr 2, 2007	no	SAN DIEGO, CA\|SAN DIEGO, CA	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
Dynamic	CROWNSTONE ADVISORY & INVESTMENT CORP	Aug 26, 2025	May 22, 2026	269	Firm change	RIA to new firm
Envestim	Dynamic	Dec 31, 2020	Oct 2, 2024	1,371	Firm change after gap	Other
SPECTRAL ASSET MANAGEMENT, L.L.C.	Envestim	Jan 1, 2012	Oct 28, 2011	-65	Firm change after gap	Other
MORGAN STANLEY & CO. LLC	SPECTRAL ASSET MANAGEMENT, L.L.C.	May 16, 2007	Mar 3, 2008	292	Firm change	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (6)

→ CROWNSTONE ADVISORY & INVESTMENT CORPRegistered adviserregistration: current employment
May 22, 2026 to presentfactForm ADV
→ DYNAMICRegistered adviserregistration: previous registration
Oct 2, 2024 to Aug 26, 2025factForm ADV
→ ENVESTIMRegistered adviserregistration: previous registration
Oct 28, 2011 to Dec 31, 2020factForm ADV
→ SPECTRAL ASSET MANAGEMENT, L.L.C.Registered adviserregistration: previous registration
Mar 3, 2008 to Jan 1, 2012factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to May 16, 2007factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Aug 10, 2005 to Apr 2, 2007factForm ADV

Dated events

Occurred
Aug 26, 2025
Advisor changed firm
Michael David Welcher left Dynamic for Crownstone Advisory & Investment Corp (registered 2026-05-22)
Form ADVobserved 5 days ago