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 Benedict Moloney

Vestgen Advisors, LLCindependent RIAKirkwood, Mo dual registrantIAPD 1581154

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/15/2026

Also filed as Mike Moloney

At current firm

1 y

since Sep 11, 2025

In the industry

39 y

since Nov 17, 1986 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Managing Director, Wealth Advisorreportedvestgen.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.

Registration history

IAPD current and previous registrations

Vestgen Advisors, LLC independent RIA current
since Sep 11, 2025 · Kirkwood, Mo
Cambridge Investment Research Advisors, Inc. BD affiliated
Sep 30, 2015 to Sep 17, 2025 · Kirkwood, Mo
Universal Financial Planning Consultants, Inc. former
Jun 27, 2011 to Dec 31, 2015 · St. Charles, Mo
LPL Financial LLC BD affiliated
Sep 8, 2009 to Jan 11, 2012 · St. Charles, Mo
Mutual Service Corporation unclassified
Feb 27, 2003 to Sep 8, 2009 · St. Charles, Mo
Walnut Street Advisers Inc unclassified
Nov 24, 1997 to Jan 16, 2003 · St. Charles, Mo

Moves

a registration end followed by a registration begin elsewhere

Cambridge Investment Research Advisors, Inc. to Vestgen Advisors, LLC
left Sep 17, 2025, registered Sep 11, 2025 (-6 days) · Affiliated broker-dealer or bank to independent RIA
Universal Financial Planning Consultants, Inc. to Cambridge Investment Research Advisors, Inc.
left Dec 31, 2015, registered Sep 30, 2015 (-92 days) · Other · moved with a team
LPL Financial LLC to Universal Financial Planning Consultants, Inc.
left Jan 11, 2012, registered Jun 27, 2011 (-198 days) · Other
Mutual Service Corporation to LPL Financial LLC
left Sep 8, 2009, registered Sep 8, 2009 (0 days) · corporate re-registration, not a move
Walnut Street Advisers Inc to Mutual Service Corporation
left Jan 16, 2003, registered Feb 27, 2003 (42 days) · Other

Signals

Michael Benedict Moloney left Cambridge Investment Research Advisors, Inc. for Vestgen Advisors, Llc (registered 2025-09-11)
Sep 17, 2025 · 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: 39derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address