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 Kessel
Certified Financial Planner
Feed of 09/14/2026
Also filed as Michael Steven Kessel
At current firm
2 y
since May 22, 2024
In the industry
18 y
since May 20, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
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
- Wells Fargo Advisors wirehouse currentsince May 22, 2024 · Boca Raton, Fl
- Oppenheimer & Co. Inc. BD affiliatedJan 16, 2019 to May 24, 2024 · Fort Lauderdale, Fl
- Mg&A Wealth independent RIAAug 22, 2016 to Jan 16, 2019 · Plantation, Fl
- Meg Green & Associates, Inc. formerMay 12, 2014 to Oct 3, 2016 · North Miami Beach, Fl
- Investacorp Advisory Services Inc formerApr 2, 2013 to Nov 7, 2013 · Fort Lauderdale, Fl
Moves
a registration end followed by a registration begin elsewhere
- Oppenheimer & Co. Inc. to Wells Fargo Advisorsleft May 24, 2024, registered May 22, 2024 (-2 days) · Affiliated broker-dealer or bank to wirehouse
- Mg&A Wealth to Oppenheimer & Co. Inc.left Jan 16, 2019, registered Jan 16, 2019 (0 days) · RIA to affiliated broker-dealer or bank
- Meg Green & Associates, Inc. to Mg&A Wealthleft Oct 3, 2016, registered Aug 22, 2016 (-42 days) · Other · moved with a team
- Investacorp Advisory Services Inc to Meg Green & Associates, Inc.left Nov 7, 2013, registered May 12, 2014 (186 days) · Other
Signals
- Michael Kessel left Oppenheimer & Co. Inc. for Wells Fargo Advisors (registered 2024-05-22)May 24, 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
- Wirehousederived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address