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• G•••••

M••••• S••••••wirehousePalm Beach Gardens, Fldual registrantIAPD 2624981

Feed of 09/14/2026

Also filed as Michelle Lisa Bruno

At current firm

0 y

since Oct 30, 2025

In the industry

25 y

since Jul 18, 2001 (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

Registration history

IAPD current and previous registrations

M••••• S•••••• wirehouse current
since Oct 30, 2025 · Palm Beach Gardens, Fl
W•••• F•••• A••••••• wirehouse
Apr 22, 2024 to Sep 23, 2025 · Palm Beach, Fl
J••• M••••• S••••••••• L•• wirehouse
Dec 20, 2023 to Apr 20, 2024 · Palm Beach Gardens, Fl
R•• C•••••• M••••••• L•• national BD
May 4, 2023 to Dec 7, 2023 · Palm Beach Gardens, Fl

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to M••••• S••••••
left Sep 23, 2025, registered Oct 30, 2025 (37 days) · Wirehouse to wirehouse · moved with a team
J••• M••••• S••••••••• L•• to W•••• F•••• A•••••••
left Apr 20, 2024, registered Apr 22, 2024 (2 days) · Wirehouse to wirehouse · moved with a team
R•• C•••••• M••••••• L•• to J••• M••••• S••••••••• L••
left Dec 7, 2023, registered Dec 20, 2023 (13 days) · Affiliated broker-dealer or bank to wirehouse

Signals

M••••••• L• G••••• left W•••• F•••• A••••••• for M••••• S•••••• (registered 2025-10-30)
Sep 23, 2025 · Advisor changed firm · fact
M••••••• L• G••••• left J••• M••••• S••••••••• L•• for W•••• F•••• A••••••• (registered 2024-04-22)
Apr 20, 2024 · Advisor changed firm · fact
M••••••• L• G••••• left R•• C•••••• M••••••• L•• for J••• M••••• S••••••••• L•• (registered 2023-12-20)
Dec 7, 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: Wirehousederived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address