DFX Intelligence
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.
Registered advisor
Michael Tilton Doll
Feed of 09/14/2026
At current firm
4 y
since Dec 21, 2021
In the industry
42 y
since Sep 22, 1983 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Level Four Advisory Services BD affiliated currentsince Dec 21, 2021 · Dallas, Tx
- Harbor Financial Services, LLC formerSep 16, 2019 to Dec 21, 2021 · Bradenton, Fl
- Longboat Key Financial Group, LLC formerApr 25, 2013 to Sep 9, 2019 · Longboat Key, Fl
- Harbor Financial Services, LLC formerFeb 7, 2007 to Mar 18, 2013 · Dallas, Tx
- Raymond James Financial Services, Inc. unclassifiedMar 23, 2004 to Feb 7, 2007 · Sarasota, Fl
- Morgan Stanley Dw Inc. unclassifiedAug 15, 1997 to Feb 3, 2004 · Venice, Fl
Moves
a registration end followed by a registration begin elsewhere
- Harbor Financial Services, LLC to Level Four Advisory Servicesleft Dec 21, 2021, registered Dec 21, 2021 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- Longboat Key Financial Group, LLC to Harbor Financial Services, LLCleft Sep 9, 2019, registered Sep 16, 2019 (7 days) · Other
- Harbor Financial Services, LLC to Longboat Key Financial Group, LLCleft Mar 18, 2013, registered Apr 25, 2013 (38 days) · Other
- Raymond James Financial Services, Inc. to Harbor Financial Services, LLCleft Feb 7, 2007, registered Feb 7, 2007 (0 days) · Other
- Morgan Stanley Dw Inc. to Raymond James Financial Services, Inc.left Feb 3, 2004, registered Mar 23, 2004 (49 days) · Other
Signals
No dated event on this person.
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address