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
Michelle Simandle
Feed of 09/14/2026
Also filed as Michelle Lynn Hupp
At current firm
1 y
since Mar 31, 2025
In the industry
34 y
since Sep 8, 1992 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Indianapolis, In
- Fidelity Personal And Workplace Advisors formerOct 25, 2021 to Mar 31, 2025 · Salt Lake City, Ut
- Thurston Springer Financial formerMay 1, 2018 to Dec 8, 2020 · Indianapolis, In
- Sanctuary Advisors, LLC BD affiliatedJan 30, 2017 to Oct 6, 2017 · Indianapolis, In
- Pnc Wealth Management BD affiliatedJan 22, 2015 to Jan 25, 2016 · Carmel, In
- Charles Schwab & Co., Inc. national BDMar 5, 2003 to Nov 12, 2014 · Fishers (Indianapolis), In
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Thurston Springer Financial to Fidelity Personal And Workplace Advisorsleft Dec 8, 2020, registered Oct 25, 2021 (321 days) · Affiliated broker-dealer or bank to another
- Sanctuary Advisors, LLC to Thurston Springer Financialleft Oct 6, 2017, registered May 1, 2018 (207 days) · Other
- Pnc Wealth Management to Sanctuary Advisors, LLCleft Jan 25, 2016, registered Jan 30, 2017 (371 days) · Other
- Charles Schwab & Co., Inc. to Pnc Wealth Managementleft Nov 12, 2014, registered Jan 22, 2015 (71 days) · Other
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
- National broker-dealer RIAderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address