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
Victoria Noelle Singletary
Certified Financial Planner
Feed of 09/14/2026
Also filed as Victoria Noelle Singletary
At current firm
0 y
since Dec 1, 2025
In the industry
20 y
since Mar 2, 2006 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
4
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Enterprise, LLC BD affiliated currentsince Dec 1, 2025 · Tampa, Fl
- Equitable Advisors, LLC national BDSep 25, 2024 to Nov 20, 2025 · St. Petersburg, Fl
- Morgan Stanley wirehouseApr 18, 2024 to Sep 17, 2024 · Tampa, Fl
- Orion Portfolio Solutions, LLC BD affiliatedJul 25, 2023 to Apr 1, 2024 · Omaha, Ne
- Envestnet Pmc independent RIAJun 22, 2021 to Jul 21, 2023 · Berwyn,, Pa
- Avantax Advisory Services formerApr 2, 2018 to Jul 1, 2019 · Irving, Tx
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJun 5, 2017 to Mar 22, 2018 · Richmond, Va
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseApr 4, 2008 to Aug 2, 2010 · Richmond, Va
- Wells Fargo Advisors wirehouseMar 2, 2006 to Apr 7, 2008 · Richmond, Va
Moves
a registration end followed by a registration begin elsewhere
- Equitable Advisors, LLC to LPL Enterprise, LLCleft Nov 20, 2025, registered Dec 1, 2025 (11 days) · Affiliated broker-dealer or bank to another
- Morgan Stanley to Equitable Advisors, LLCleft Sep 17, 2024, registered Sep 25, 2024 (8 days) · Wirehouse to affiliated broker-dealer or bank
- Orion Portfolio Solutions, LLC to Morgan Stanleyleft Apr 1, 2024, registered Apr 18, 2024 (17 days) · Affiliated broker-dealer or bank to wirehouse
- Envestnet Pmc to Orion Portfolio Solutions, LLCleft Jul 21, 2023, registered Jul 25, 2023 (4 days) · RIA to affiliated broker-dealer or bank
- Avantax Advisory Services to Envestnet Pmcleft Jul 1, 2019, registered Jun 22, 2021 (722 days) · Affiliated broker-dealer or bank to independent RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Avantax Advisory Servicesleft Mar 22, 2018, registered Apr 2, 2018 (11 days) · Wirehouse to affiliated broker-dealer or bank
- Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Apr 7, 2008, registered Apr 4, 2008 (-3 days) · Wirehouse to wirehouse
Signals
- Victoria Noelle Singletary left Equitable Advisors, Llc for Lpl Enterprise, Llc (registered 2025-12-01)Nov 20, 2025 · Advisor changed firm · fact
- Victoria Noelle Singletary left Morgan Stanley for Equitable Advisors, Llc (registered 2024-09-25)Sep 17, 2024 · Advisor changed firm · fact
- Victoria Noelle Singletary left Orion Portfolio Solutions, Llc for Morgan Stanley (registered 2024-04-18)Apr 1, 2024 · Advisor changed firm · fact
- Victoria Noelle Singletary left Envestnet Pmc for Orion Portfolio Solutions, Llc (registered 2023-07-25)Jul 21, 2023 · 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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address