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
Michael Lester Shipman
Feed of 09/14/2026
At current firm
1 y
since May 22, 2025
In the industry
22 y
since Oct 7, 2003 (earliest exam, job or registration)
Prior registered firms
5
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
- Graystreet Partners asset manager currentsince May 22, 2025 · San Antonio, Tx
- Frost Investment Services BD affiliatedJan 28, 2022 to Jan 2, 2024 · San Antonio, Tx
- Frost Investment Services BD affiliatedFeb 18, 2020 to Dec 31, 2021 · San Antonio, Tx
- Eagle Strategies LLC BD affiliatedApr 10, 2006 to Sep 17, 2018 · Boerne, Tx
- First Command Financial Planning, Inc. formerSep 2, 2005 to Mar 20, 2006 · Wichita Falls, Tx
- First Command Bank unclassifiedJan 4, 2005 to Sep 2, 2005 · Fort Worth, Tx
Moves
a registration end followed by a registration begin elsewhere
- Frost Investment Services to Graystreet Partnersleft Jan 2, 2024, registered May 22, 2025 (506 days) · Other
- Eagle Strategies LLC to Frost Investment Servicesleft Sep 17, 2018, registered Feb 18, 2020 (519 days) · Affiliated broker-dealer or bank to another
- First Command Financial Planning, Inc. to Eagle Strategies LLCleft Mar 20, 2006, registered Apr 10, 2006 (21 days) · Other
- First Command Bank to First Command Financial Planning, Inc.left Sep 2, 2005, registered Sep 2, 2005 (0 days) · Other
Signals
- Michael Lester Shipman left Frost Investment Services for Graystreet Partners (registered 2025-05-22)Jan 2, 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address