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
Melvyn Leroy Varrelman
Feed of 09/14/2026
At current firm
18 y
since Feb 19, 2008
In the industry
32 y
since Oct 1, 1993 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cooper Mcmanus independent RIA currentsince Feb 19, 2008 · St Helena, Ca
- Level Four Advisory Services BD affiliatedJan 26, 2006 to Nov 19, 2007 · St Helena, Ca
- Securities America Advisors, Inc. formerDec 3, 2004 to Dec 31, 2005 · St. Helena, Ca
- Avantax Advisory Services formerOct 1, 1993 to Dec 16, 2004 · St. Helena, Ca
Moves
a registration end followed by a registration begin elsewhere
- Level Four Advisory Services to Cooper Mcmanusleft Nov 19, 2007, registered Feb 19, 2008 (92 days) · Other
- Securities America Advisors, Inc. to Level Four Advisory Servicesleft Dec 31, 2005, registered Jan 26, 2006 (26 days) · Other
- Avantax Advisory Services to Securities America Advisors, Inc.left Dec 16, 2004, registered Dec 3, 2004 (-13 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
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address