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 Adrian Porrey
Certified Financial Planner
Feed of 09/15/2026
Also filed as Michael Porrey
At current firm
7 y
since Dec 3, 2018
In the industry
32 y
since Jun 14, 1994 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Private Advisor Group, LLC BD affiliated currentsince Dec 3, 2018 · Morristown, Nj
- Map Wealth Management LLC unclassifiedMay 5, 2020 to Dec 31, 2021 · Chicago, Il
- Map Wealth Management LLC unclassifiedMay 2, 2020 to Mar 9, 2023 · Chicago, Il
- Iht Wealth Management LLC BD affiliatedFeb 20, 2015 to Dec 7, 2018 · Chicago, Il
- Leslie Global Wealth, LLC independent RIAJan 7, 2004 to Dec 5, 2012 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Map Wealth Management LLC to no registered destinationleft Dec 31, 2021 · Departure, no registered destination
- Iht Wealth Management LLC to Private Advisor Group, LLCleft Dec 7, 2018, registered Dec 3, 2018 (-4 days) · RIA to RIA
- Leslie Global Wealth, LLC to Iht Wealth Management LLCleft Dec 5, 2012, registered Feb 20, 2015 (807 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address