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•••••• A••• E••••••

I•• A•••••••• L••independent RIABlairsville, Ga dual registrantIAPD 4446532

Feed of 09/15/2026

Also filed as M•••••• A••• Maccallum

At current firm

2 y

since Apr 22, 2024

In the industry

25 y

since Jul 1, 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

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/melissa-ekeberg-aif%C2%AE-2a1984a3reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.

Registration history

IAPD current and previous registrations

I•• A•••••••• L•• independent RIA current
since Apr 22, 2024 · Blairsville, Ga
O•••• F•• I••• former
Jan 19, 2021 to Apr 17, 2024 · Blairsville, Ga
L•• F•••••••• L•• BD affiliated
Feb 14, 2018 to Jan 22, 2021 · Blairsville, Ga
I••••• F•••••••• C••••••••• former
Jul 27, 2009 to Feb 16, 2018 · Blairsville, Ga
F•••• L••••• S••••••••• L•• unclassified
Aug 2, 2007 to Jul 23, 2009 · Blairsville, Ga

Moves

a registration end followed by a registration begin elsewhere

O•••• F•• I••• to I•• A•••••••• L••
left Apr 17, 2024, registered Apr 22, 2024 (5 days) · Affiliated broker-dealer or bank to independent RIA
L•• F•••••••• L•• to O•••• F•• I•••
left Jan 22, 2021, registered Jan 19, 2021 (-3 days) · Affiliated broker-dealer or bank to another
I••••• F•••••••• C••••••••• to L•• F•••••••• L••
left Feb 16, 2018, registered Feb 14, 2018 (-2 days) · corporate re-registration, not a move
F•••• L••••• S••••••••• L•• to I••••• F•••••••• C•••••••••
left Jul 23, 2009, registered Jul 27, 2009 (4 days) · Other

Signals

M•••••• A••• E•••••• left O•••• F•• I••• for I•• A•••••••• L•• (registered 2024-04-22)
Apr 17, 2024 · 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: Independent wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address