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

Michelle Lynn Lauder

LPL Financial LLCBD affiliatedBedford, Nh dual registrantIAPD 4011869

Certified Financial Planner

Feed of 09/15/2026

Also filed as Michelle Lynn Gamage

At current firm

0 y

since Jun 23, 2026

In the industry

25 y

since Aug 6, 2001 (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

LPL Financial LLC BD affiliated current
since Jun 23, 2026 · Fort Mill, Sc
Steward Partners Investment Advisory, LLC BD affiliated
May 7, 2018 to Jun 29, 2026 · Manchester, Nh
Wells Fargo Advisors wirehouse
Oct 1, 2014 to May 8, 2018 · Manchester, Nh
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Apr 22, 2014 to Sep 22, 2014 · Exeter, Nh
Wells Fargo Advisors wirehouse
Nov 11, 2008 to Mar 24, 2014 · Manchester, Nh

Moves

a registration end followed by a registration begin elsewhere

Steward Partners Investment Advisory, LLC to LPL Financial LLC
left Jun 29, 2026, registered Jun 23, 2026 (-6 days) · Affiliated broker-dealer or bank to another
Wells Fargo Advisors to Steward Partners Investment Advisory, LLC
left May 8, 2018, registered May 7, 2018 (-1 days) · Wirehouse to independent RIA · moved with a team
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisors
left Sep 22, 2014, registered Oct 1, 2014 (9 days) · Wirehouse to wirehouse
Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Mar 24, 2014, registered Apr 22, 2014 (29 days) · Wirehouse to wirehouse

Signals

Michelle Lynn Lauder left Steward Partners Investment Advisory, Llc for Lpl Financial Llc (registered 2026-06-23)
Jun 29, 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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address