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 Ross Lipsey
Certified Financial Planner
Feed of 09/14/2026
At current firm
0 y
since Mar 9, 2026
In the industry
42 y
since Apr 18, 1984 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Hb Wealth independent RIA currentsince Mar 9, 2026 · Atlanta, Ga
- Longview Wealth Management independent RIAJul 2, 2008 to Mar 3, 2026 · Atlanta, Ga
- Creative Financial Group Ltd unclassifiedOct 9, 2003 to Jul 3, 2008 · Atlanta, Ga
- Synovus Securities, Inc. BD affiliatedMar 18, 2003 to Jul 3, 2008 · Atlanta, Ga
- Creative Financial Group Ltd unclassifiedDec 6, 2001 to Oct 9, 2003 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Longview Wealth Management to Hb Wealthleft Mar 3, 2026, registered Mar 9, 2026 (6 days) · RIA to RIA · moved with a team
- Synovus Securities, Inc. to Creative Financial Group Ltdleft Jul 3, 2008, registered Oct 9, 2003 (-1729 days) · Other
- Creative Financial Group Ltd to Longview Wealth Managementleft Jul 3, 2008, registered Jul 2, 2008 (-1 days) · Other
- Creative Financial Group Ltd to Synovus Securities, Inc.left Oct 9, 2003, registered Mar 18, 2003 (-205 days) · Other
Signals
- Michael Ross Lipsey left Longview Wealth Management for Hb Wealth (registered 2026-03-09)Mar 3, 2026 · Advisor changed firm · fact
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
- Independent wealth managerderived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address