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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

L••• M•••• C•••••••

C••••••• P•••••••independent RIAMonroe, Wa IA-onlyIAPD 2004848

Certified Financial Planner

Feed of 09/14/2026

Also filed as L••• M•••• Melcher

At current firm

1 y

since Aug 11, 2025

In the industry

36 y

since Jan 18, 1990 (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

Registration history

IAPD current and previous registrations

C••••••• P••••••• independent RIA current
since Aug 11, 2025 · Overland Park, Ks
W•••••• • R••• former
Oct 27, 2014 to Oct 10, 2016 · Seattle, Wa
T•••••• F•••••••• former
Sep 9, 2011 to Aug 11, 2014 · Bellevue, Wa
E• R•••• I••••••••• L•• former
Sep 24, 2010 to Sep 12, 2011 · Seattle, Wa
M••••• S•••••• wirehouse
Jun 1, 2009 to Oct 11, 2010 · Seattle, Wa
C•••••••• G••••• M•••••• I••• BD affiliated
Feb 17, 1999 to Jun 1, 2009 · Seattle, Wa

Moves

a registration end followed by a registration begin elsewhere

W•••••• • R••• to C••••••• P•••••••
left Oct 10, 2016, registered Aug 11, 2025 (3227 days) · Other
T•••••• F•••••••• to W•••••• • R•••
left Aug 11, 2014, registered Oct 27, 2014 (77 days) · Other
E• R•••• I••••••••• L•• to T•••••• F••••••••
left Sep 12, 2011, registered Sep 9, 2011 (-3 days) · Other
M••••• S•••••• to E• R•••• I••••••••• L••
left Oct 11, 2010, registered Sep 24, 2010 (-17 days) · Other
C•••••••• G••••• M•••••• I••• to M••••• S••••••
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

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: 36derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address