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•••••• D•••• W••••••

C••••••••• A••••••• • I••••••••• C•••no RAUMSan Diego, Ca IA-onlyIAPD 3076650

Feed of 09/14/2026

Also filed as Mickey Welcher

At current firm

0 y

since May 22, 2026

In the industry

21 y

since Aug 9, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••••••• A••••••• • I••••••••• C••• no RAUM current
since May 22, 2026 · Atlanta, Ga
D•••••• independent RIA
Oct 2, 2024 to Aug 26, 2025 · San Diego, Ca
E••••••• unclassified
Oct 28, 2011 to Dec 31, 2020 · San Diego, Ca
S••••••• A•••• M••••••••• L••••• unclassified
Mar 3, 2008 to Jan 1, 2012 · San Diego, Ca
M••••• S•••••• • C•• L•• unclassified
Apr 2, 2007 to May 16, 2007 · San Diego, Ca
M••••• S•••••• D• I••• unclassified
Aug 10, 2005 to Apr 2, 2007 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

D•••••• to C••••••••• A••••••• • I••••••••• C•••
left Aug 26, 2025, registered May 22, 2026 (269 days) · RIA to a newly registered adviser
E••••••• to D••••••
left Dec 31, 2020, registered Oct 2, 2024 (1371 days) · Other
S••••••• A•••• M••••••••• L••••• to E•••••••
left Jan 1, 2012, registered Oct 28, 2011 (-65 days) · Other
M••••• S•••••• • C•• L•• to S••••••• A•••• M••••••••• L•••••
left May 16, 2007, registered Mar 3, 2008 (292 days) · Other
M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move

Signals

M•••••• D•••• W•••••• left Dynamic for C••••••••• A••••••• • I••••••••• C••• (registered 2026-05-22)
Aug 26, 2025 · 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: No RAUM reportedderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address