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
James Michael Conrads
Certified Financial Planner
Feed of 09/14/2026
Also filed as J Michael Conrads
At current firm
0 y
since Feb 27, 2026
In the industry
24 y
since May 22, 2002 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Capstone Wealth Management Group, Inc. independent RIA currentsince Feb 27, 2026 · Bend, Or
- Capstone Wealth Management Group, LLC independent RIASep 8, 2003 to Jul 28, 2026 · Bend, Or
- Cambridge Investment Research, Inc. unclassifiedJul 7, 2003 to Aug 5, 2003 · Bend, Or
- Morgan Stanley Dw Inc. unclassifiedApr 25, 2003 to May 15, 2003 · Bend, Or
Moves
a registration end followed by a registration begin elsewhere
- Capstone Wealth Management Group, LLC to Capstone Wealth Management Group, Inc.left Jul 28, 2026, registered Feb 27, 2026 (-151 days) · channel change inside one enterprise, not a move · moved with a team
- Cambridge Investment Research, Inc. to Capstone Wealth Management Group, LLCleft Aug 5, 2003, registered Sep 8, 2003 (34 days) · Other
- Morgan Stanley Dw Inc. to Cambridge Investment Research, Inc.left May 15, 2003, registered Jul 7, 2003 (53 days) · Other
Signals
No dated event on this person.
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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address