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 Terrence Hullen
Certified Financial Planner · Personal Financial Specialist
Feed of 09/14/2026
At current firm
8 y
since May 17, 2018
In the industry
28 y
since Aug 25, 1998 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
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
- Liberty Wealth Management, LLC independent RIA currentsince May 17, 2018 · Oakland, Ca
- Liberty Wealth Management, LLC formerMay 21, 2008 to Oct 10, 2018 · Roseville, Ca
- 1st Global Advisors Inc formerJul 20, 2007 to May 5, 2008 · Roseville, Ca
- Equitable Advisors, LLC national BDJun 1, 2005 to Jul 31, 2007 · Roseville, Ca
- Mony Securities Corporation unclassifiedDec 2, 2003 to Jun 1, 2005 · Roseville, Ca
- Trusted Securities Advisors Corp. unclassifiedJul 17, 2002 to Dec 2, 2003 · Roseville, Ca
Moves
a registration end followed by a registration begin elsewhere
- Liberty Wealth Management, LLC to Liberty Wealth Management, LLCleft Oct 10, 2018, registered May 17, 2018 (-146 days) · channel change inside one enterprise, not a move · moved with a team
- 1st Global Advisors Inc to Liberty Wealth Management, LLCleft May 5, 2008, registered May 21, 2008 (16 days) · Other
- Equitable Advisors, LLC to 1st Global Advisors Incleft Jul 31, 2007, registered Jul 20, 2007 (-11 days) · Other
- Mony Securities Corporation to Equitable Advisors, LLCleft Jun 1, 2005, registered Jun 1, 2005 (0 days) · corporate re-registration, not a move
- Trusted Securities Advisors Corp. to Mony Securities Corporationleft Dec 2, 2003, registered Dec 2, 2003 (0 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address