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•••••• L•••• M•••••• R•••••••

E•••••• A••••••• G••••• L••BD affiliatedGlen Burnie, Md dual registrantIAPD 2574489

Feed of 09/15/2026

Also filed as Melinda Manning Robinson

At current firm

1 y

since Nov 6, 2024

In the industry

31 y

since Aug 31, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

E•••••• A••••••• G••••• L•• BD affiliated current
since Nov 6, 2024 · Greenwood Village, Co
G•••• J••••••• W••••• A••••••• independent RIA
Feb 2, 2024 to Sep 17, 2024 · Owings Mills, Md
T• R••• P•••• A••••••• S•••••••• I••• BD affiliated
Feb 22, 2019 to Jan 23, 2023 · Owings Mills, Md
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Aug 16, 2017 to Oct 2, 2018 · Hunt Valley, Md

Moves

a registration end followed by a registration begin elsewhere

G•••• J••••••• W••••• A••••••• to E•••••• A••••••• G••••• L••
left Sep 17, 2024, registered Nov 6, 2024 (50 days) · RIA to affiliated broker-dealer or bank
T• R••• P•••• A••••••• S•••••••• I••• to G•••• J••••••• W••••• A•••••••
left Jan 23, 2023, registered Feb 2, 2024 (375 days) · RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to T• R••• P•••• A••••••• S•••••••• I•••
left Oct 2, 2018, registered Feb 22, 2019 (143 days) · Wirehouse to independent RIA

Signals

M•••••• L•••• M•••••• R••••••• left G•••• J••••••• W••••• A••••••• for E•••••• A••••••• G••••• L•• (registered 2024-11-06)
Sep 17, 2024 · Advisor changed firm · fact
M•••••• L•••• M•••••• R••••••• left T• R••• P•••• A••••••• S•••••••• I••• for G•••• J••••••• W••••• A••••••• (registered 2024-02-02)
Jan 23, 2023 · Advisor changed firm · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address