RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Michael David Brown
- Title
- Financial Advisorreportedartisancap.comfirm site, Sep 15, 2026
- Designations
- CFPreportedartisancap.comas printed on the bio page, Sep 16, 2026
- Professional profile
- artisancap.com/team/michael-brownreportedartisancap.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Nwf Advisory Services Inc independent RIA currentsince May 18, 2025 · Murrieta, Ca
- The Ameriflex Group BD affiliatedNov 1, 2023 to Jul 3, 2025 · Murrieta, Ca
- Principal Securities, Inc. BD affiliatedMay 17, 2006 to Nov 9, 2023 · Murrieta, Ca
- MML Investors Services, LLC BD affiliatedJul 8, 2003 to Nov 9, 2005 · Temecula, Ca
- The Ameriflex Group to Nwf Advisory Services Incleft Jul 3, 2025, registered May 18, 2025 (-46 days) · corporate re-registration, not a move
- Principal Securities, Inc. to The Ameriflex Groupleft Nov 9, 2023, registered Nov 1, 2023 (-8 days) · Affiliated broker-dealer or bank to another · moved with a team
- MML Investors Services, LLC to Principal Securities, Inc.left Nov 9, 2005, registered May 17, 2006 (189 days) · Other
- Michael David Brown left Principal Securities, Inc. for The Ameriflex Group (registered 2023-11-01)Nov 9, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address