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 Coyle Dillon
Feed of 09/14/2026
At current firm
14 y
since Jun 28, 2012
In the industry
34 y
since Nov 26, 1991 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
6
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
- Uhlmann Investment Management, L.L.C. independent RIA currentsince Jun 28, 2012 · Skokie, Il
- Wells Fargo Advisors wirehouseJan 1, 2008 to Jan 3, 2012 · Skokie, Il
- A. G. Edwards & Sons, Inc. unclassifiedJul 26, 2002 to Jan 1, 2008 · Skokie, Il
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Uhlmann Investment Management, L.L.C.left Jan 3, 2012, registered Jun 28, 2012 (177 days) · Other
- A. G. Edwards & Sons, Inc. to Wells Fargo Advisorsleft Jan 1, 2008, registered Jan 1, 2008 (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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address