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 Joseph Fry

Rwc For Lifestate registeredNaperville, IlIA-onlyIAPD 3110400
Feed of 09/14/2026
At current firm
4 y
since Feb 15, 2022
In the industry
33 y
since May 1, 1993 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
3
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
  • Rwc For Life state registered current
    since Feb 15, 2022 · Naperville, Il
  • Simplicity Wealth mixed wealth
    Nov 11, 2019 to Apr 29, 2022 · Naperville, Il
Moves
a registration end followed by a registration begin elsewhere
Signals
  • Michael Joseph Fry left Simplicity Wealth for Rwc For Life (registered 2022-02-15)
    Apr 29, 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
STATE REGISTEREDderived
Years in industry
33derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address