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RIA / WealthAdvisor24 years in industry

MICHELLE ANN COREY

Advisor at H. L. ORMOND & COMPANY, LLC

GREENVILLE, NC

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Search this name across graphsid dfx:ria:e357275c-cfc3-1ce4-48a4-3f9adfce3803

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 8, 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: H. L. ORMOND & COMPANY, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Oct 1, 2001
First registration: Sep 8, 2005
Dual registered: no
Other names: MICHELLE ANN SHAFER|MICHELLE SHAFER COREY
IAPD individual key: 2674014

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
H. L. ORMOND & COMPANY, LLC	Independent wealth	Jun 29, 2021	n/a	yes	GREENVILLE, NC	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Feb 4, 2011	Jun 9, 2021	no	GREENVILLE, NC\|GREENVILLE, NC	Previous registration
STIFEL, NICOLAUS & COMPANY, INCORPORATED	National bd RIA	Apr 17, 2009	Feb 4, 2011	no	GREENVILLE, NC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Apr 23, 2009	no	GREENVILLE, NC	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Sep 8, 2005	Jan 1, 2008	no	GREENVILLE, NC\|GREENVILLE, NC\|ST. LOUIS, MO	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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	H. L. ORMOND & COMPANY, LLC	Jun 9, 2021	Jun 29, 2021	20	Firm change	Ibd to new firm
STIFEL, NICOLAUS & COMPANY, INCORPORATED	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Feb 4, 2011	Feb 4, 2011	0	Firm change	Other
WELLS FARGO ADVISORS	STIFEL, NICOLAUS & COMPANY, INCORPORATED	Apr 23, 2009	Apr 17, 2009	-6	Firm change	Wirehouse to ibd
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149018:313593:NC:2021-06-09	Jun 9, 2021	Jun 29, 2021	GREENVILLE, NC	Firm change

Relationships

Registered with (5)

→ H. L. ORMOND & COMPANY, LLCRegistered adviserregistration: current employment
Jun 29, 2021 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Feb 4, 2011 to Jun 9, 2021factForm ADV
→ STIFEL, NICOLAUS & COMPANY, INCORPORATEDRegistered adviserregistration: previous registration
Apr 17, 2009 to Feb 4, 2011factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Apr 23, 2009factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Sep 8, 2005 to Jan 1, 2008factForm ADV

Dated events

No dated event names this entity yet.