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 Pamela Connell
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Harrison Connell
At current firm
9 y
since Apr 18, 2017
In the industry
31 y
since Aug 18, 1995 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Portia Capital Management state registered currentsince Apr 18, 2017 · Fort Worth, Tx
- Mission Hill Advisors, LLC formerDec 2, 2015 to Sep 26, 2016 · Fort Worth, Tx
- Asset Management Advisors Inc formerNov 4, 2013 to Dec 13, 2013 · Houston, Tx
- UBS Financial Services Inc. wirehouseAug 12, 2006 to Mar 21, 2007 · Lajolla, Ca
- Piper Sandler & Co. institutionalMar 29, 2004 to Aug 12, 2006 · Lajolla, Ca
Moves
a registration end followed by a registration begin elsewhere
- Mission Hill Advisors, LLC to Portia Capital Managementleft Sep 26, 2016, registered Apr 18, 2017 (204 days) · Other
- Asset Management Advisors Inc to Mission Hill Advisors, LLCleft Dec 13, 2013, registered Dec 2, 2015 (719 days) · Other
- UBS Financial Services Inc. to Asset Management Advisors Incleft Mar 21, 2007, registered Nov 4, 2013 (2420 days) · Other
- Piper Sandler & Co. to UBS Financial Services Inc.left Aug 12, 2006, registered Aug 12, 2006 (0 days) · corporate re-registration, not a move
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
- STATE REGISTEREDderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address