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 Thomas Karbouski
Certified Financial Planner
Feed of 09/14/2026
Also filed as Michael Karbouski
At current firm
12 y
since Oct 8, 2013
In the industry
24 y
since Jan 4, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Portico Financial Group, LLC state registered currentsince Oct 8, 2013 · Bentonville, Ar
- Intervest International, Inc. formerJul 6, 2011 to Oct 1, 2013 · Austin, Tx
- Vsr Advisory Services formerJan 4, 2011 to Jul 6, 2011 · Overland Park, Ks
- Sorrento Pacific Financial, LLC formerOct 9, 2008 to Dec 15, 2010 · Elm Grove, Wi
- LPL Financial LLC BD affiliatedFeb 21, 2007 to Jul 22, 2008 · Milwaukee, Wi
Moves
a registration end followed by a registration begin elsewhere
- Intervest International, Inc. to Portico Financial Group, LLCleft Oct 1, 2013, registered Oct 8, 2013 (7 days) · Other
- Vsr Advisory Services to Intervest International, Inc.left Jul 6, 2011, registered Jul 6, 2011 (0 days) · Other
- Sorrento Pacific Financial, LLC to Vsr Advisory Servicesleft Dec 15, 2010, registered Jan 4, 2011 (20 days) · Other
- LPL Financial LLC to Sorrento Pacific Financial, LLCleft Jul 22, 2008, registered Oct 9, 2008 (79 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
- STATE REGISTEREDderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address