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 Beth Greenwood
Certified Financial Planner
Feed of 09/15/2026
Also filed as Melissa Beth Heisel
At current firm
2 y
since Mar 26, 2024
In the industry
15 y
since Aug 1, 2011 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
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
- Pfg Advisors independent RIA currentsince Mar 26, 2024 · Glendale, Az
- U.S. Bancorp Advisors, LLC BD affiliatedApr 2, 2020 to Oct 16, 2023 · West Hollywood, Ca
- Vanguard Advisers, Inc. BD affiliatedMay 17, 2017 to Mar 31, 2020 · Scottsdale, Az
- Usaa Financial Planning Services formerApr 2, 2013 to Apr 8, 2017 · Phoenix, Az
- Usaa Investment Services Company no RAUMOct 18, 2012 to Apr 5, 2013 · Phoenix, Az
Moves
a registration end followed by a registration begin elsewhere
- U.S. Bancorp Advisors, LLC to Pfg Advisorsleft Oct 16, 2023, registered Mar 26, 2024 (162 days) · Affiliated broker-dealer or bank to independent RIA
- Vanguard Advisers, Inc. to U.S. Bancorp Advisors, LLCleft Mar 31, 2020, registered Apr 2, 2020 (2 days) · Affiliated broker-dealer or bank to another
- Usaa Financial Planning Services to Vanguard Advisers, Inc.left Apr 8, 2017, registered May 17, 2017 (39 days) · Other
- Usaa Investment Services Company to Usaa Financial Planning Servicesleft Apr 5, 2013, registered Apr 2, 2013 (-3 days) · corporate re-registration, not a move
Signals
- Melissa Beth Greenwood left U.S. Bancorp Advisors, Llc for Pfg Advisors (registered 2024-03-26)Oct 16, 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
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address