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Registered advisor
M••••••• B••••••••• B••••
Feed of 09/14/2026
Also filed as Michelle Blackwelder
At current firm
2 y
since Sep 26, 2023
In the industry
34 y
since Dec 20, 1991 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Sep 26, 2023 · South Jordan, Ut
- T••••••••• F•••••••• A•••••••• L•• BD affiliatedJan 10, 2022 to Sep 26, 2023 · Draper, Ut
Moves
a registration end followed by a registration begin elsewhere
- T••••••••• F•••••••• A•••••••• L•• to L•• F•••••••• L••left Sep 26, 2023, registered Sep 26, 2023 (0 days) · Affiliated broker-dealer or bank to another
Signals
- M••••••• B••••••••• B•••• left T••••••••• F•••••••• A•••••••• L•• for L•• F•••••••• L•• (registered 2023-09-26)Sep 26, 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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address