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.
M•••••• K•• A••
- Business email
- melodie@canopy-wealth.comreportedcanopy-wealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- C••••• W••••• M••••••••• independent RIA currentsince Jan 20, 2023 · Middleton, Wi
- A••••••••• F•••••••• S•••••••• L•• national BDMay 9, 2022 to Dec 14, 2022 · Madison, Wi
- N••••••••• M••••• I••••••••• S••••••••• no RAUMMar 10, 2010 to Jan 19, 2018 · Middleton, Wi
- B•• A•••• M••••••••• L•• unclassifiedDec 23, 2009 to Feb 16, 2010 · St. Louis, Mo
- W•••• F•••• A••••••• wirehouseAug 14, 2009 to Dec 9, 2009 · Madison, Wi
- N••••••••• M••••• W••••• M••••••••• C•••••• unclassifiedFeb 20, 2007 to Apr 30, 2007 · Milwaukee, Wi
- N••••••••• M••••• I••••••••• S••••••••• no RAUMFeb 23, 2004 to Jul 30, 2009 · Middleton, Wi
- A••••••••• F•••••••• S•••••••• L•• to C••••• W••••• M•••••••••left Dec 14, 2022, registered Jan 20, 2023 (37 days) · Affiliated broker-dealer or bank to independent RIA
- N••••••••• M••••• I••••••••• S••••••••• to A••••••••• F•••••••• S•••••••• L••left Jan 19, 2018, registered May 9, 2022 (1571 days) · Other
- B•• A•••• M••••••••• L•• to N••••••••• M••••• I••••••••• S•••••••••left Feb 16, 2010, registered Mar 10, 2010 (22 days) · Other
- W•••• F•••• A••••••• to B•• A•••• M••••••••• L••left Dec 9, 2009, registered Dec 23, 2009 (14 days) · Other
- N••••••••• M••••• I••••••••• S••••••••• to N••••••••• M••••• W••••• M••••••••• C••••••left Jul 30, 2009, registered Feb 20, 2007 (-891 days) · Other
- N••••••••• M••••• W••••• M••••••••• C•••••• to W•••• F•••• A•••••••left Apr 30, 2007, registered Aug 14, 2009 (837 days) · Other
- M•••••• K•• A•• left A••••••••• F•••••••• S•••••••• L•• for C••••• W••••• M••••••••• (registered 2023-01-20)Dec 14, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address