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
Michael Raymond Orr
Feed of 09/15/2026
At current firm
5 y
since Jan 28, 2021
In the industry
20 y
since Oct 28, 2005 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Touchstone Advisors Inc asset manager currentsince Jan 28, 2021 · Beverly, Ma
- Columbia Management Investment Advisers, LLC asset managerMay 1, 2010 to Feb 25, 2021 · Minneapolis, Mn
- Bofa Advisors, LLC formerNov 29, 2006 to May 1, 2010 · Boston, Ma
- Edward Jones national BDFeb 7, 2006 to Mar 1, 2006 · St Louis, Mo
- Ameriprise Financial Services, LLC national BDJan 7, 2006 to Feb 2, 2006 · Raleigh, Nc
Moves
a registration end followed by a registration begin elsewhere
- Columbia Management Investment Advisers, LLC to Touchstone Advisors Incleft Feb 25, 2021, registered Jan 28, 2021 (-28 days) · Other
- Bofa Advisors, LLC to Columbia Management Investment Advisers, LLCleft May 1, 2010, registered May 1, 2010 (0 days) · corporate re-registration, not a move
- Edward Jones to Bofa Advisors, LLCleft Mar 1, 2006, registered Nov 29, 2006 (273 days) · Other
- Ameriprise Financial Services, LLC to Edward Jonesleft Feb 2, 2006, registered Feb 7, 2006 (5 days) · Affiliated broker-dealer or bank to another
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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address