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

M•••••• O••• S•••••••

G••• L•••• A•••••••• L••independent RIAGuilford, CtIA-onlyIAPD 2121882

Certified Financial Planner

Feed of 09/14/2026

At current firm

0 y

since Dec 1, 2025

In the industry

35 y

since Apr 8, 1991 (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

Professional profile

what the firm itself publishes, with the page it was read from

Title: President, CEOreportedgreyledge.comfirm site, Sep 15, 2026
Designations: CFP, CAIAreportedgreyledge.comas printed on the bio page, Sep 16, 2026
Professional profile: greyledge.com/member/michael-schulitzreportedgreyledge.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

G••• L•••• A•••••••• L•• independent RIA current
since Dec 1, 2025 · Guilford, Ct
R•• I••••••••• A••••••• independent RIA
Feb 5, 2024 to Oct 31, 2025 · West Hartford, Ct
T•••• A••••••• G•••• L•• independent RIA
Jun 8, 2022 to Dec 14, 2022 · Birmingham, Al
L•••••• F•••••••• D••••••••• I••• unclassified
Jun 21, 2007 to May 28, 2010 · Weatogue, Ct
O•••• F•• I••• former
Feb 11, 2005 to May 21, 2007 · Hartford, Ct
L•••••• F•••••••• D••••••••• I••• unclassified
Mar 25, 2004 to Jun 30, 2004 · Hartford, Ct

Moves

a registration end followed by a registration begin elsewhere

R•• I••••••••• A••••••• to G••• L•••• A•••••••• L••
left Oct 31, 2025, registered Dec 1, 2025 (31 days) · RIA to RIA
T•••• A••••••• G•••• L•• to R•• I••••••••• A•••••••
left Dec 14, 2022, registered Feb 5, 2024 (418 days) · RIA to RIA
L•••••• F•••••••• D••••••••• I••• to T•••• A••••••• G•••• L••
left May 28, 2010, registered Jun 8, 2022 (4394 days) · Other
O•••• F•• I••• to L•••••• F•••••••• D••••••••• I•••
left May 21, 2007, registered Jun 21, 2007 (31 days) · Other
L•••••• F•••••••• D••••••••• I••• to O•••• F•• I•••
left Jun 30, 2004, registered Feb 11, 2005 (226 days) · Other

Signals

M•••••• O••• S••••••• left R•• I••••••••• A••••••• for G••• L•••• A•••••••• L•• (registered 2025-12-01)
Oct 31, 2025 · Advisor changed firm · fact
M•••••• O••• S••••••• left T•••• A••••••• G•••• L•• for R•• I••••••••• A••••••• (registered 2024-02-05)
Dec 14, 2022 · 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: Independent wealth managerderived
Years in industry: 35derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address