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RIA / WealthAdvisor27 years in industry

MICHAEL EUGENE PIERCE

Advisor at WELLTH ADVISORY SERVICES, LLC

North Palm Beach, FL | SHOREWOOD, IL

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Search this name across graphsid dfx:ria:de76deef-ff02-7e41-1415-80df504139d4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 4, 1999 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: WELLTH ADVISORY SERVICES, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom 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: S65|S63
First exam: Jul 1, 1999
First registration: Aug 4, 1999
Dual registered: no
Other names: MIKE PIERCE
IAPD individual key: 2444015

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
WELLTH ADVISORY SERVICES, LLC	Institutional manager	Jul 22, 2024	n/a	yes	SHOREWOOD, IL\|North Palm Beach, FL	Current employment
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Apr 3, 2019	Jul 16, 2024	no	Annapolis, MD\|SAN RAFAEL, CA\|Palm Beach Gardens, FL\|Annapolis, MD	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Dec 15, 2017	Apr 1, 2019	no	Annapolis, MD\|AUSTIN, TX	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Aug 6, 2014	Dec 21, 2017	no	ANNAPOLIS, MD	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	Aug 2, 2010	Aug 14, 2014	no	ANNAPOLIS, MD\|LOTHIAN, MD\|SAN RAFAEL, CA	Previous registration
TOWER SQUARE SECURITIES, INC.	Former SEC adviser	Aug 4, 1999	Aug 4, 2010	no	LOTHIAN, MD\|LOTHIAN, MD	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
GLOBAL RETIREMENT PARTNERS LLC	WELLTH ADVISORY SERVICES, LLC	Jul 16, 2024	Jul 22, 2024	6	Bulk transfer	Other
KESTRA ADVISORY SERVICES, LLC	GLOBAL RETIREMENT PARTNERS LLC	Apr 1, 2019	Apr 3, 2019	2	Bulk transfer	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	KESTRA ADVISORY SERVICES, LLC	Dec 21, 2017	Dec 15, 2017	-6	Firm change	Other
FINANCIAL TELESIS, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Aug 14, 2014	Aug 6, 2014	-8	Firm change	Other
TOWER SQUARE SECURITIES, INC.	FINANCIAL TELESIS, INC.	Aug 4, 2010	Aug 2, 2010	-2	Firm change	Other

Relationships

Registered with (6)

→ WELLTH ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jul 22, 2024 to presentfactForm ADV
→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: previous registration
Apr 3, 2019 to Jul 16, 2024factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Dec 15, 2017 to Apr 1, 2019factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Aug 6, 2014 to Dec 21, 2017factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Aug 2, 2010 to Aug 14, 2014factForm ADV
→ TOWER SQUARE SECURITIES, INC.Registered adviserregistration: previous registration
Aug 4, 1999 to Aug 4, 2010factForm ADV

Dated events

No dated event names this entity yet.