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
Sharon Elaine Melville
Feed of 09/14/2026
Also filed as Sharon Elaine Manookin
At current firm
2 y
since Nov 3, 2023
In the industry
36 y
since Jan 12, 1990 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
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
- Silver Oak Securities, Inc. BD affiliated currentsince Nov 3, 2023 · Salt Lake City, Ut
- Securities America Advisors, Inc. formerSep 18, 2020 to Nov 9, 2023 · Salt Lake City, Ut
- Ssn Advisory, Inc. formerOct 10, 2019 to Sep 18, 2020 · Salt Lake City, Ut
- Ek Riley Investments, LLC formerNov 2, 2017 to Oct 10, 2019 · Seattle, Wa
- Morgan Stanley wirehouseSep 14, 2011 to Nov 6, 2017 · Salt Lake City, Ut
Moves
a registration end followed by a registration begin elsewhere
- Securities America Advisors, Inc. to Silver Oak Securities, Inc.left Nov 9, 2023, registered Nov 3, 2023 (-6 days) · Affiliated broker-dealer or bank to another
- Ssn Advisory, Inc. to Securities America Advisors, Inc.left Sep 18, 2020, registered Sep 18, 2020 (0 days) · corporate re-registration, not a move
- Ek Riley Investments, LLC to Ssn Advisory, Inc.left Oct 10, 2019, registered Oct 10, 2019 (0 days) · RIA to affiliated broker-dealer or bank
- Morgan Stanley to Ek Riley Investments, LLCleft Nov 6, 2017, registered Nov 2, 2017 (-4 days) · Other
Signals
- Sharon Elaine Melville left Securities America Advisors, Inc. for Silver Oak Securities, Inc. (registered 2023-11-03)Nov 9, 2023 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address