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

Melissa Kenshalo

Ameriprise Financial Services, LLCnational BDTustin, Cadual registrantIAPD 4441373

Certified Financial Planner

Feed of 09/14/2026

Also filed as Melissa Dominique Murphy

At current firm

0 y

since May 8, 2026

In the industry

24 y

since Jan 22, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Ameriprise Financial Services, LLC national BD current
since May 8, 2026 · Tustin, Ca
Eagle Strategies LLC BD affiliated
Sep 15, 2023 to May 6, 2026 · Newport Beach, Ca
Stifel, Nicolaus & Company, Incorporated national BD
Jul 8, 2021 to May 18, 2023 · Irvine, Ca
RBC Capital Markets, LLC national BD
Jun 8, 2017 to Jul 29, 2021 · Newport Beach, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jul 22, 2005 to Jun 9, 2017 · New York, Ny
Chevy Chase Financial Services unclassified
May 1, 2002 to Jul 25, 2005 · Bethesda, Md

Moves

a registration end followed by a registration begin elsewhere

Eagle Strategies LLC to Ameriprise Financial Services, LLC
left May 6, 2026, registered May 8, 2026 (2 days) · Affiliated broker-dealer or bank to another
Stifel, Nicolaus & Company, Incorporated to Eagle Strategies LLC
left May 18, 2023, registered Sep 15, 2023 (120 days) · Affiliated broker-dealer or bank to another
RBC Capital Markets, LLC to Stifel, Nicolaus & Company, Incorporated
left Jul 29, 2021, registered Jul 8, 2021 (-21 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to RBC Capital Markets, LLC
left Jun 9, 2017, registered Jun 8, 2017 (-1 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Chevy Chase Financial Services to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Jul 25, 2005, registered Jul 22, 2005 (-3 days) · Other

Signals

Melissa Kenshalo left Eagle Strategies Llc for Ameriprise Financial Services, Llc (registered 2026-05-08)
May 6, 2026 · Advisor changed firm · fact
Melissa Kenshalo left Stifel, Nicolaus & Company, Incorporated for Eagle Strategies Llc (registered 2023-09-15)
May 18, 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: National broker-dealer RIAderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address