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

Mikelle B Copella

Janney Montgomery Scott LLCBD affiliatedCambridge, Ohdual registrantIAPD 4833610

Feed of 09/14/2026

Also filed as Mikelle Brianna Huber

At current firm

1 y

since Nov 1, 2024

In the industry

21 y

since Jul 14, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Janney Montgomery Scott LLC BD affiliated current
since Nov 1, 2024 · Cambridge, Oh
Stratos Wealth Partners, Ltd BD affiliated
Jun 6, 2011 to Nov 4, 2024 · Columbus, Oh
Wells Fargo Advisors wirehouse
Jan 1, 2008 to May 31, 2011 · Columbus, Oh
A. G. Edwards & Sons, Inc. unclassified
Jul 14, 2005 to Jan 1, 2008 · Columbus, Oh

Moves

a registration end followed by a registration begin elsewhere

Stratos Wealth Partners, Ltd to Janney Montgomery Scott LLC
left Nov 4, 2024, registered Nov 1, 2024 (-3 days) · Affiliated broker-dealer or bank to another · moved with a team
Wells Fargo Advisors to Stratos Wealth Partners, Ltd
left May 31, 2011, registered Jun 6, 2011 (6 days) · Other
A. G. Edwards & Sons, Inc. to Wells Fargo Advisors
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

Mikelle B Copella left Stratos Wealth Partners, Ltd for Janney Montgomery Scott Llc (registered 2024-11-01)
Nov 4, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address