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

Debra Beverly Melvin

Iag Wealth Partners, LLCindependent RIAWaukesha, Widual registrantIAPD 4869761

Feed of 09/14/2026

At current firm

12 y

since Mar 25, 2014

In the industry

21 y

since Dec 24, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: MBA, CDFA®, Financial Advisorreportediagwealthpartners.comfirm site, Sep 15, 2026
Professional profile: iagwealthpartners.com/portfolio-items/debra-b-melvinreportediagwealthpartners.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Iag Wealth Partners, LLC independent RIA current
since Mar 25, 2014 · Waukesha, Wi
Cedar Creek Securities, Inc. unclassified
Oct 21, 2011 to Mar 28, 2014 · Milwaukee, Wi
Morgan Stanley wirehouse
Jun 1, 2009 to Nov 4, 2011 · Milwaukee, Wi
Citigroup Global Markets Inc. BD affiliated
Jan 1, 2005 to Jun 1, 2009 · Milwaukee, Wi

Moves

a registration end followed by a registration begin elsewhere

Cedar Creek Securities, Inc. to Iag Wealth Partners, LLC
left Mar 28, 2014, registered Mar 25, 2014 (-3 days) · Other
Morgan Stanley to Cedar Creek Securities, Inc.
left Nov 4, 2011, registered Oct 21, 2011 (-14 days) · Other
Citigroup Global Markets Inc. to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address