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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

P••• M•••••• J••••• R••••

M•••••• L••••• P•••••• F••••• • S•••• I•••••••••wirehouseGreen Bay, Wi dual registrantIAPD 5004673

Feed of 09/15/2026

Also filed as Paul Michael J Reyes

At current firm

3 y

since Jan 30, 2023

In the industry

14 y

since Oct 21, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse current
since Jan 30, 2023 · Green Bay, Wi
N••••••• T•••• S••••••••• I•• BD affiliated
Jan 4, 2019 to Jan 11, 2023 · Chicago, Il
O••••••••• • C•• I••• BD affiliated
Dec 21, 2015 to Nov 30, 2018 · Chicago, Il
U•• F•••••••• S••••••• I••• wirehouse
Oct 10, 2013 to Dec 24, 2015 · Chicago, Il
W•••• F•••• A••••••• wirehouse
Jun 21, 2013 to Oct 8, 2013 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

N••••••• T•••• S••••••••• I•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Jan 11, 2023, registered Jan 30, 2023 (19 days) · Affiliated broker-dealer or bank to wirehouse
O••••••••• • C•• I••• to N••••••• T•••• S••••••••• I••
left Nov 30, 2018, registered Jan 4, 2019 (35 days) · Affiliated broker-dealer or bank to another
U•• F•••••••• S••••••• I••• to O••••••••• • C•• I•••
left Dec 24, 2015, registered Dec 21, 2015 (-3 days) · Other
W•••• F•••• A••••••• to U•• F•••••••• S••••••• I•••
left Oct 8, 2013, registered Oct 10, 2013 (2 days) · Wirehouse to wirehouse

Signals

P••• M•••••• J••••• R•••• left N••••••• T•••• S••••••••• I•• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2023-01-30)
Jan 11, 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: Wirehousederived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address