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 Modisette

Valic Financial Advisors, Inc.BD affiliatedHouston, Txdual registrantIAPD 2696152

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Michael Wayne Modisette

At current firm

0 y

since May 4, 2026

In the industry

30 y

since Feb 7, 1996 (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

Valic Financial Advisors, Inc. BD affiliated current
since May 4, 2026 · Houston, Tx
Pnc Wealth Management BD affiliated
Aug 18, 2021 to Apr 23, 2026 · Houston, Tx
Pnc Managed Account Solutions, Inc. former
Oct 28, 2019 to Aug 17, 2021 · Houston, Tx
Invesco Advisers, Inc. asset manager
Jan 1, 2010 to Jun 3, 2019 · Atlanta, Ga
Invesco Aim Private Asset Management, Inc. unclassified
Jun 21, 2005 to Jan 1, 2010 · Houston, Tx

Moves

a registration end followed by a registration begin elsewhere

Pnc Wealth Management to Valic Financial Advisors, Inc.
left Apr 23, 2026, registered May 4, 2026 (11 days) · Affiliated broker-dealer or bank to another
Pnc Managed Account Solutions, Inc. to Pnc Wealth Management
left Aug 17, 2021, registered Aug 18, 2021 (1 days) · corporate re-registration, not a move
Invesco Advisers, Inc. to Pnc Managed Account Solutions, Inc.
left Jun 3, 2019, registered Oct 28, 2019 (147 days) · Other
Invesco Aim Private Asset Management, Inc. to Invesco Advisers, Inc.
left Jan 1, 2010, registered Jan 1, 2010 (0 days) · corporate re-registration, not a move

Signals

Michael Modisette left Pnc Wealth Management for Valic Financial Advisors, Inc. (registered 2026-05-04)
Apr 23, 2026 · 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: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address