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 J Schano
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Mike Schano
At current firm
2 y
since Mar 8, 2024
In the industry
14 y
since Dec 1, 2011 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- MML Investors Services, LLC BD affiliated currentsince Mar 8, 2024 · Lexington, Ky
- Moneylife Partners, Inc. unclassifiedSep 7, 2021 to Aug 11, 2022 · Louisville, Ky
- Ameriprise Financial Services, LLC national BDMar 19, 2021 to Jul 14, 2021 · Treasure Island, Fl
- Arbor Point Advisors formerDec 12, 2018 to Mar 23, 2021 · Frankfort, Ky
- Southland Equity Partners, LLC. independent RIAFeb 4, 2016 to Dec 26, 2018 · Frankfort, Ky
- Fsc Securities Corporation formerDec 13, 2012 to Dec 20, 2018 · Frankfort, Ky
- Msi Financial Services, Inc. formerDec 5, 2011 to Dec 19, 2012 · Lexington, Ky
Moves
a registration end followed by a registration begin elsewhere
- Moneylife Partners, Inc. to MML Investors Services, LLCleft Aug 11, 2022, registered Mar 8, 2024 (575 days) · Other
- Ameriprise Financial Services, LLC to Moneylife Partners, Inc.left Jul 14, 2021, registered Sep 7, 2021 (55 days) · Other
- Arbor Point Advisors to Ameriprise Financial Services, LLCleft Mar 23, 2021, registered Mar 19, 2021 (-4 days) · Affiliated broker-dealer or bank to another
- Southland Equity Partners, LLC. to Arbor Point Advisorsleft Dec 26, 2018, registered Dec 12, 2018 (-14 days) · RIA to affiliated broker-dealer or bank
- Fsc Securities Corporation to Southland Equity Partners, LLC.left Dec 20, 2018, registered Feb 4, 2016 (-1050 days) · Other
- Msi Financial Services, Inc. to Fsc Securities Corporationleft Dec 19, 2012, registered Dec 13, 2012 (-6 days) · Other
Signals
- Michael J Schano left Moneylife Partners, Inc. for Mml Investors Services, Llc (registered 2024-03-08)Aug 11, 2022 · 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address