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 Foy
Certified Financial Planner
Feed of 09/15/2026
Also filed as Michael Allen Foy
At current firm
1 y
since Mar 31, 2025
In the industry
20 y
since Feb 1, 2006 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Overland Park, Ks
- Fidelity Personal And Workplace Advisors formerMar 30, 2022 to Mar 31, 2025 · Overland Park, Ks
- Two West Capital Advisors LLC institutionalOct 12, 2021 to Feb 18, 2022 · Overland Park, Ks
- Copper Financial independent RIANov 18, 2019 to Oct 1, 2021 · Lenexa, Ks
- Td Ameritrade, Inc. formerFeb 27, 2018 to Sep 11, 2019 · Lees Summit, Mo
- Td Ameritrade Investment Management, LLC formerFeb 26, 2018 to Sep 11, 2019 · Omaha, Ne
- Scottrade Investment Management formerFeb 2, 2017 to Feb 26, 2018 · Saint Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Two West Capital Advisors LLC to Fidelity Personal And Workplace Advisorsleft Feb 18, 2022, registered Mar 30, 2022 (40 days) · Other
- Copper Financial to Two West Capital Advisors LLCleft Oct 1, 2021, registered Oct 12, 2021 (11 days) · Other
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Sep 11, 2019, registered Feb 27, 2018 (-561 days) · corporate re-registration, not a move
- Td Ameritrade, Inc. to Copper Financialleft Sep 11, 2019, registered Nov 18, 2019 (68 days) · Other
- Scottrade Investment Management to Td Ameritrade Investment Management, LLCleft Feb 26, 2018, registered Feb 26, 2018 (0 days) · corporate re-registration, not a move
Signals
- Michael Foy left Two West Capital Advisors Llc for Fidelity Personal And Workplace Advisors (registered 2022-03-30)Feb 18, 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
- National broker-dealer RIAderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address