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
Michele Joi Delsordo
Feed of 09/15/2026
At current firm
0 y
since Jan 21, 2026
In the industry
11 y
since Jun 24, 2015 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Vanderbilt Advisory Services BD affiliated currentsince Jan 21, 2026 · Tampa, Fl
- J. W. Cole Advisors, Inc. BD affiliatedDec 22, 2020 to Dec 26, 2025 · Tampa, Fl
- Psi Advisors, LLC independent RIAFeb 11, 2019 to Dec 23, 2020 · Tampa, Fl
- Psi Advisors, LLC independent RIAJan 10, 2017 to Dec 31, 2018 · Tampa, Fl
- LPL Financial LLC BD affiliatedOct 24, 2016 to Apr 26, 2017 · Tampa, Fl
- Principal Securities, Inc. BD affiliatedJun 30, 2015 to Oct 14, 2016 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- J. W. Cole Advisors, Inc. to Vanderbilt Advisory Servicesleft Dec 26, 2025, registered Jan 21, 2026 (26 days) · Affiliated broker-dealer or bank to another
- Psi Advisors, LLC to J. W. Cole Advisors, Inc.left Dec 23, 2020, registered Dec 22, 2020 (-1 days) · RIA to RIA
- LPL Financial LLC to Psi Advisors, LLCleft Apr 26, 2017, registered Jan 10, 2017 (-106 days) · Other
- Principal Securities, Inc. to LPL Financial LLCleft Oct 14, 2016, registered Oct 24, 2016 (10 days) · Other
Signals
- Michele Joi Delsordo left J. W. Cole Advisors, Inc. for Vanderbilt Advisory Services (registered 2026-01-21)Dec 26, 2025 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address