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 Edgar Shade
Chartered Financial Analyst
Feed of 09/14/2026
At current firm
15 y
since Mar 24, 2011
In the industry
33 y
since Feb 26, 1993 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- The De Burlo Group, Inc. other currentsince Mar 24, 2011 · Boston, Ma
- Boston Financial Trust Advisors, LLC unclassifiedDec 8, 2010 to Dec 31, 2011 · Boston, Ma
- Loomis, Sayles & Company, L.P. otherFeb 1, 2006 to Oct 2, 2008 · Boston, Ma
- Columbia Management Advisors, Inc. unclassifiedDec 5, 2003 to Sep 9, 2004 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Boston Financial Trust Advisors, LLC to The De Burlo Group, Inc.left Dec 31, 2011, registered Mar 24, 2011 (-282 days) · Other
- Loomis, Sayles & Company, L.P. to Boston Financial Trust Advisors, LLCleft Oct 2, 2008, registered Dec 8, 2010 (797 days) · Other
- Columbia Management Advisors, Inc. to Loomis, Sayles & Company, L.P.left Sep 9, 2004, registered Feb 1, 2006 (510 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
- Other adviserderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address