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 Christopher Lossing
Certified Financial Planner
Feed of 09/14/2026
At current firm
4 y
since Feb 9, 2022
In the industry
34 y
since May 15, 1992 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Ironwood Investment Counsel, LLC independent RIA currentsince Feb 9, 2022 · Scottsdale, Az
- Stoker Ostler, A Part Of Bmo Financial Group bank affiliatedNov 23, 2005 to Mar 2, 2011 · Mesa, Az
- Inlign Wealth Management, LLC unclassifiedMar 27, 2003 to Feb 15, 2005 · Phoenix, Az
Moves
a registration end followed by a registration begin elsewhere
- Stoker Ostler, A Part Of Bmo Financial Group to Ironwood Investment Counsel, LLCleft Mar 2, 2011, registered Feb 9, 2022 (3997 days) · Other
- Inlign Wealth Management, LLC to Stoker Ostler, A Part Of Bmo Financial Groupleft Feb 15, 2005, registered Nov 23, 2005 (281 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
- Independent wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address