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
John Anthony Melo
Feed of 09/14/2026
Also filed as John A. Melo
At current firm
6 y
since Jul 1, 2020
In the industry
22 y
since Aug 25, 2004 (earliest exam, job or registration)
Prior registered firms
8
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Ameriprise Financial Services, LLC national BD currentsince Jul 1, 2020 · Melbourne, Fl
- Collaborative Wealth independent RIAAug 14, 2018 to Jul 1, 2020 · Melbourne, Fl
- Wells Fargo Advisors wirehouseMar 4, 2016 to Jul 26, 2018 · Melbourne, Fl
- LPL Financial LLC BD affiliatedDec 6, 2012 to Mar 8, 2016 · Melbourne, Fl
- Edward Jones national BDAug 11, 2009 to Dec 5, 2012 · Melbourne, Fl
- Brookstone Investment Advisory Services formerJul 2, 2008 to Jul 30, 2009 · Viera, Fl
- LPL Financial LLC BD affiliatedMay 29, 2008 to Jul 9, 2008 · Melbourne, Fl
- LPL Financial LLC BD affiliatedMar 12, 2007 to May 16, 2008 · Melbourne, Fl
- Citigroup Global Markets Inc. BD affiliatedSep 8, 2004 to Mar 13, 2007 · Melbourne, Fl
Moves
a registration end followed by a registration begin elsewhere
- Collaborative Wealth to Ameriprise Financial Services, LLCleft Jul 1, 2020, registered Jul 1, 2020 (0 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Wells Fargo Advisors to Collaborative Wealthleft Jul 26, 2018, registered Aug 14, 2018 (19 days) · Wirehouse to independent RIA
- LPL Financial LLC to Wells Fargo Advisorsleft Mar 8, 2016, registered Mar 4, 2016 (-4 days) · Other
- Edward Jones to LPL Financial LLCleft Dec 5, 2012, registered Dec 6, 2012 (1 days) · Other
- Brookstone Investment Advisory Services to Edward Jonesleft Jul 30, 2009, registered Aug 11, 2009 (12 days) · Other
- LPL Financial LLC to Brookstone Investment Advisory Servicesleft Jul 9, 2008, registered Jul 2, 2008 (-7 days) · Other
- Citigroup Global Markets Inc. to LPL Financial LLCleft Mar 13, 2007, registered Mar 12, 2007 (-1 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
- National broker-dealer RIAderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address