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 Loren Seid
Feed of 09/14/2026
Also filed as Michael L Seid
At current firm
4 y
since Jan 4, 2022
In the industry
29 y
since Jun 3, 1997 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Axxcess Wealth Management, LLC independent RIA currentsince Jan 4, 2022 · Carlsbad, Ca
- Arete Wealth Advisors, LLC BD affiliatedFeb 11, 2015 to Oct 30, 2023 · Carlsbad, Ca
- Axxcess Wealth Management, LLC independent RIAMar 12, 2013 to Dec 31, 2021 · Carlsbad, Ca
- C.K. Cooper & Company, Inc. unclassifiedFeb 20, 2009 to Dec 12, 2011 · Irvine, Ca
- Martin Kelly Capital Management, LLC formerSep 3, 2007 to Dec 19, 2012 · San Diego, Ca
- Signator Investors, Inc. formerApr 23, 1999 to Aug 14, 2007 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- Arete Wealth Advisors, LLC to Axxcess Wealth Management, LLCleft Oct 30, 2023, registered Jan 4, 2022 (-664 days) · Affiliated broker-dealer or bank to independent RIA
- Axxcess Wealth Management, LLC to Arete Wealth Advisors, LLCleft Dec 31, 2021, registered Feb 11, 2015 (-2515 days) · Other · moved with a team
- Martin Kelly Capital Management, LLC to C.K. Cooper & Company, Inc.left Dec 19, 2012, registered Feb 20, 2009 (-1398 days) · Other
- C.K. Cooper & Company, Inc. to Axxcess Wealth Management, LLCleft Dec 12, 2011, registered Mar 12, 2013 (456 days) · Other
- Signator Investors, Inc. to Martin Kelly Capital Management, LLCleft Aug 14, 2007, registered Sep 3, 2007 (20 days) · Other
Signals
- Michael Loren Seid left Arete Wealth Advisors, Llc for Axxcess Wealth Management, Llc (registered 2022-01-04)Oct 30, 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
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address