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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Michael Lavere Allred

Advisor at SECFI ADVISORY LIMITED

NEW YORK, NY | New York City, NY

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Search this name across graphsid dfx:ria:a4562900-b4ea-6044-c118-9c863481ea2e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 19, 2018 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: SECFI ADVISORY LIMITED
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 5
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 1, 2016
First registration: Jun 19, 2018
Dual registered: no
Other names: Mike Lavere Allred|MICHAEL ALLRED
IAPD individual key: 6624684

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
SECFI ADVISORY LIMITED	Other adviser	Jun 4, 2024	n/a	yes	NEW YORK, NY\|New York City, NY	Current employment
Facet	Independent wealth	Oct 6, 2022	May 13, 2024	no	Brooklyn, NY\|WEST PALM BEACH, FL\|New York, NY	Previous registration
HAYNIE WEALTH MANAGEMENT LLC	Independent wealth	Dec 3, 2019	Feb 5, 2021	no	Austin, TX	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	Jun 19, 2018	Dec 19, 2019	no	Austin, TX	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
Facet	SECFI ADVISORY LIMITED	May 13, 2024	Jun 4, 2024	22	Firm change	Other
HAYNIE WEALTH MANAGEMENT LLC	Facet	Feb 5, 2021	Oct 6, 2022	608	Firm change after gap	RIA to RIA
AVANTAX ADVISORY SERVICES	HAYNIE WEALTH MANAGEMENT LLC	Dec 19, 2019	Dec 3, 2019	-16	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ SECFI ADVISORY LIMITEDRegistered adviserregistration: current employment
Jun 4, 2024 to presentfactForm ADV
→ FACETRegistered adviserregistration: previous registration
Oct 6, 2022 to May 13, 2024factForm ADV
→ HAYNIE WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Dec 3, 2019 to Feb 5, 2021factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Jun 19, 2018 to Dec 19, 2019factForm ADV

Dated events

Occurred
May 13, 2024
Advisor changed firm
Michael Lavere Allred left Facet for Secfi Advisory Limited (registered 2024-06-04)
Form ADVobserved 5 days ago