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 K Bouchillon
Certified Financial Planner
Feed of 09/14/2026
Also filed as Melissa Booker
At current firm
7 y
since Apr 4, 2019
In the industry
22 y
since Feb 1, 2004 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
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
- Sound View Wealth Advisors Group, LLC independent RIA currentsince Apr 4, 2019 · Savannah, Ga
- Sound View Wealth Advisors, LLC formerJan 11, 2019 to Apr 3, 2019 · Savannah, Ga
- Sound View Wealth Advisors, LLC formerMar 28, 2018 to Dec 31, 2018 · Savannah, Ga
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 10, 2005 to Apr 2, 2018 · Savannah, Ga
Moves
a registration end followed by a registration begin elsewhere
- Sound View Wealth Advisors, LLC to Sound View Wealth Advisors Group, LLCleft Apr 3, 2019, registered Apr 4, 2019 (1 days) · channel change inside one enterprise, not a move · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Sound View Wealth Advisors, LLCleft Apr 2, 2018, registered Mar 28, 2018 (-5 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · 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
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address