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 B Mcnamee
Feed of 09/14/2026
Also filed as Michael B Mcnamee
At current firm
8 y
since Jun 14, 2018
In the industry
27 y
since Sep 13, 1999 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Stifel, Nicolaus & Company, Incorporated national BD currentsince Jun 14, 2018 · St. Louis, Mo
- Wells Fargo Advisors wirehouseMar 21, 2017 to May 29, 2018 · St. Louis, Mo
- Wells Fargo Advisors wirehouseFeb 1, 2008 to Mar 20, 2017 · St. Louis, Mo
- Commerce Brokerage Services, Inc formerSep 19, 2005 to Feb 14, 2008 · Clayton, Mo
- Td Ameritrade, Inc. formerJun 9, 2003 to Jun 30, 2005 · St. Louis , Mo
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Stifel, Nicolaus & Company, Incorporatedleft May 29, 2018, registered Jun 14, 2018 (16 days) · Wirehouse to affiliated broker-dealer or bank
- Wells Fargo Advisors to Wells Fargo Advisorsleft Mar 20, 2017, registered Mar 21, 2017 (1 days) · channel change inside one enterprise, not a move
- Commerce Brokerage Services, Inc to Wells Fargo Advisorsleft Feb 14, 2008, registered Feb 1, 2008 (-13 days) · Other
- Td Ameritrade, Inc. to Commerce Brokerage Services, Incleft Jun 30, 2005, registered Sep 19, 2005 (81 days) · Other
Signals
No dated event on this person.
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
- National broker-dealer RIAderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address