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 Alene Pinkerton
Feed of 09/15/2026
Also filed as Melissa Wainright
At current firm
1 y
since Jan 2, 2025
In the industry
21 y
since Nov 30, 2004 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
2
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Manning & Napier Advisors, LLC mixed wealth currentsince Aug 27, 2026 · St. Petersburg, Fl
- Belleair Wealth Management, LLC independent RIA currentsince Jan 2, 2025 · Belleair Bluffs, Fl
- Mercer Global Advisors Inc. independent RIAAug 29, 2018 to Aug 18, 2021 · Clearwater, Fl
- Raymond James & Associates, Inc. national BDJun 26, 2008 to Jul 20, 2018 · Wichita, Ks
Moves
a registration end followed by a registration begin elsewhere
- Mercer Global Advisors Inc. to Belleair Wealth Management, LLCleft Aug 18, 2021, registered Jan 2, 2025 (1233 days) · RIA to RIA
- Raymond James & Associates, Inc. to Mercer Global Advisors Inc.left Jul 20, 2018, registered Aug 29, 2018 (40 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address