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 A Greer
Feed of 09/14/2026
Also filed as Michael A Greer
At current firm
2 y
since Oct 12, 2023
In the industry
20 y
since Mar 17, 2006 (earliest exam, job or registration)
Prior registered firms
9
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Rise Wealth Partners LLC state registered currentsince Oct 12, 2023 · Mechanicsville, Va
- Modern Capital Advisors, LLC independent RIASep 21, 2017 to Oct 12, 2023 · Raleigh, Nc
- Modern Capital Advisors, LLC independent RIAOct 4, 2016 to Dec 31, 2021 · Mechanicsville, Va
- J. W. Cole Advisors, Inc. BD affiliatedSep 18, 2015 to Oct 27, 2016 · Mechanicsville, Va
- Fsc Securities Corporation formerApr 16, 2014 to Jan 22, 2015 · Atlanta, Ga
- Securities America Advisors, Inc. formerNov 12, 2013 to Feb 24, 2014 · Mechanicsville, Va
- The Retirement Group, LLC formerAug 10, 2012 to Nov 15, 2013 · San Diego, Ca
- Fsc Securities Corporation formerSep 27, 2011 to Jul 26, 2012 · San Diego, Ca
- LPL Financial LLC BD affiliatedDec 16, 2009 to Sep 26, 2011 · Mechanicsville, Va
- Edward Jones national BDMar 30, 2007 to Dec 21, 2009 · Mechanicsville, Va
Moves
a registration end followed by a registration begin elsewhere
- Modern Capital Advisors, LLC to Rise Wealth Partners LLCleft Oct 12, 2023, registered Oct 12, 2023 (0 days) · RIA to a state-registered adviser
- J. W. Cole Advisors, Inc. to Modern Capital Advisors, LLCleft Oct 27, 2016, registered Oct 4, 2016 (-23 days) · Other
- Fsc Securities Corporation to J. W. Cole Advisors, Inc.left Jan 22, 2015, registered Sep 18, 2015 (239 days) · Other
- Securities America Advisors, Inc. to Fsc Securities Corporationleft Feb 24, 2014, registered Apr 16, 2014 (51 days) · Other
- The Retirement Group, LLC to Securities America Advisors, Inc.left Nov 15, 2013, registered Nov 12, 2013 (-3 days) · Other
- Fsc Securities Corporation to The Retirement Group, LLCleft Jul 26, 2012, registered Aug 10, 2012 (15 days) · Other
- LPL Financial LLC to Fsc Securities Corporationleft Sep 26, 2011, registered Sep 27, 2011 (1 days) · Other
- Edward Jones to LPL Financial LLCleft Dec 21, 2009, registered Dec 16, 2009 (-5 days) · Other
Signals
- Michael A Greer left Modern Capital Advisors, Llc for Rise Wealth Partners Llc (registered 2023-10-12)Oct 12, 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
- STATE REGISTEREDderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address