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 Christopher Bass
Feed of 09/15/2026
Also filed as Michael C Bass
At current firm
0 y
since Nov 4, 2025
In the industry
31 y
since Apr 21, 1995 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- World Investment Advisors, LLC other currentsince Nov 4, 2025 · Naples, Fl
- Bcg Securities, Inc. independent RIAMar 15, 2010 to Nov 6, 2025 · Berwyn, Pa
- Equitable Advisors, LLC national BDJul 30, 2002 to Mar 9, 2010 · Wayne, Pa
- Wealth Advisory Group, Inc. formerMay 8, 2000 to Nov 26, 2025 · Wayne, Pa
Moves
a registration end followed by a registration begin elsewhere
- Wealth Advisory Group, Inc. to Equitable Advisors, LLCleft Nov 26, 2025, registered Jul 30, 2002 (-8520 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Bcg Securities, Inc. to World Investment Advisors, LLCleft Nov 6, 2025, registered Nov 4, 2025 (-2 days) · Other · moved with a team
- Equitable Advisors, LLC to Bcg Securities, Inc.left Mar 9, 2010, registered Mar 15, 2010 (6 days) · Other
Signals
- Michael Christopher Bass left Wealth Advisory Group, Inc. for Equitable Advisors, Llc (registered 2002-07-30)Nov 26, 2025 · Advisor changed firm · fact
- Michael Christopher Bass left Bcg Securities, Inc. for World Investment Advisors, Llc (registered 2025-11-04)Nov 6, 2025 · 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
- Other adviserderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address