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•••••• D•••• B•••••

V••••• P•••••••independent RIADowners Grove, Ildual registrantIAPD 2371999

Certified Financial Planner

Feed of 09/14/2026

At current firm

4 y

since Mar 31, 2022

In the industry

33 y

since Jul 29, 1993 (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: Managing Partnerreportedvertexplanningpartners.comfirm site, Sep 15, 2026
Business email: ryanbellis@vertexpartners.comreportedvertexplanningpartners.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/michael-bellis-cfp%C2%AE-clu-159b792reportedvertexplanningpartners.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

V••••• P••••••• independent RIA current
since Mar 31, 2022 · Downers Grove, Il
H•••••••• P••••••• P••••••• independent RIA
Dec 8, 2021 to Apr 29, 2022 · Downers Grove, Il
H•••••••• A•••••• G••••• L•• former
Apr 12, 2016 to Dec 31, 2021 · Downers Grove, Il
W••••••••• F•••••••• G••••• I••• unclassified
Nov 20, 2003 to Sep 8, 2009 · Boston, Ma
V••••••• I••••••••• A•••••••• I••• unclassified
May 7, 1999 to Nov 20, 2003 · Des Plaines, Il

Moves

a registration end followed by a registration begin elsewhere

H•••••••• P••••••• P••••••• to V••••• P•••••••
left Apr 29, 2022, registered Mar 31, 2022 (-29 days) · RIA to a newly registered adviser · moved with a team
H•••••••• A•••••• G••••• L•• to H•••••••• P••••••• P•••••••
left Dec 31, 2021, registered Dec 8, 2021 (-23 days) · corporate re-registration, not a move
W••••••••• F•••••••• G••••• I••• to H•••••••• A•••••• G••••• L••
left Sep 8, 2009, registered Apr 12, 2016 (2408 days) · Other
V••••••• I••••••••• A•••••••• I••• to W••••••••• F•••••••• G••••• I•••
left Nov 20, 2003, registered Nov 20, 2003 (0 days) · Other

Signals

M•••••• D•••• B••••• left H•••••••• P••••••• P••••••• for V••••• P••••••• (registered 2022-03-31)
Apr 29, 2022 · a•••••• firm change · 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: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address