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••••••• R•••• V•••••

H•• I••••••••• P•••••••• L••independent RIAAustin, Tx IA-onlyIAPD 2645370

Feed of 09/14/2026

Also filed as Michelle Renae Keeton

At current firm

2 y

since Jan 19, 2024

In the industry

30 y

since Oct 19, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

H•• I••••••••• P•••••••• L•• independent RIA current
since Jan 19, 2024 · Oklahoma City, Ok
C•••••• S••••• • C••• I••• national BD
Feb 15, 2022 to Jan 10, 2024 · Oklahoma City, Ok
J••• M••••• S••••••••• L•• wirehouse
Feb 10, 2021 to Feb 2, 2022 · Oklahoma City, Ok
C••••• I••••••••• A••••••• L•• BD affiliated
Nov 30, 2020 to Feb 12, 2021 · Oklahoma City, Ok
C••••• I••••••••• A••••••• L•• BD affiliated
Jul 7, 2016 to Dec 13, 2018 · Edmond, Ok
C•••••••• G••••• M•••••• I••• BD affiliated
Apr 6, 2000 to May 9, 2003 · Oklahoma City, Ok

Moves

a registration end followed by a registration begin elsewhere

C•••••• S••••• • C••• I••• to H•• I••••••••• P•••••••• L••
left Jan 10, 2024, registered Jan 19, 2024 (9 days) · Other
J••• M••••• S••••••••• L•• to C•••••• S••••• • C••• I•••
left Feb 2, 2022, registered Feb 15, 2022 (13 days) · Wirehouse to affiliated broker-dealer or bank
C••••• I••••••••• A••••••• L•• to J••• M••••• S••••••••• L••
left Feb 12, 2021, registered Feb 10, 2021 (-2 days) · Affiliated broker-dealer or bank to wirehouse
C•••••••• G••••• M•••••• I••• to C••••• I••••••••• A••••••• L••
left May 9, 2003, registered Jul 7, 2016 (4808 days) · Other

Signals

M••••••• R•••• V••••• left C•••••• S••••• • C••• I••• for H•• I••••••••• P•••••••• L•• (registered 2024-01-19)
Jan 10, 2024 · Advisor changed firm · fact
M••••••• R•••• V••••• left J••• M••••• S••••••••• L•• for C•••••• S••••• • C••• I••• (registered 2022-02-15)
Feb 2, 2022 · 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: Independent wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address