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.

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Registered advisor

M•••••• D• W•••••

T••••••• I••••••••• M••••••••• I•••BD affiliatedMinneapolis, Mn dual registrantIAPD 5194142

Feed of 09/14/2026

Also filed as Michael Whylie

At current firm

1 y

since Sep 10, 2025

In the industry

19 y

since Nov 10, 2006 (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

T••••••• I••••••••• M••••••••• I••• BD affiliated current
since Sep 10, 2025 · Tamarac, Fl
C•••••• S••••• • C••• I••• national BD
Feb 8, 2022 to Apr 5, 2025 · West Palm Beach, Fl
T• A••••••••• I••• former
Feb 28, 2018 to Oct 14, 2022 · Aventura, Fl
T• A••••••••• I••••••••• M••••••••• L•• former
Feb 26, 2018 to Sep 7, 2023 · Omaha, Ne
S•••••••• I••••••••• M••••••••• former
Jul 27, 2017 to Feb 26, 2018 · Pembroke Pines, Fl
E•••••• C•••••• M••••••••• L•• former
Jul 22, 2009 to Feb 2, 2016 · Arlington, Va

Moves

a registration end followed by a registration begin elsewhere

C•••••• S••••• • C••• I••• to T••••••• I••••••••• M••••••••• I•••
left Apr 5, 2025, registered Sep 10, 2025 (158 days) · Affiliated broker-dealer or bank to another
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left Sep 7, 2023, registered Feb 28, 2018 (-2017 days) · channel change inside one enterprise, not a move · moved with a team
T• A••••••••• I••• to C•••••• S••••• • C••• I•••
left Oct 14, 2022, registered Feb 8, 2022 (-248 days) · channel change inside one enterprise, not a move · moved with a team
S•••••••• I••••••••• M••••••••• to T• A••••••••• I••••••••• M••••••••• L••
left Feb 26, 2018, registered Feb 26, 2018 (0 days) · corporate re-registration, not a move
E•••••• C•••••• M••••••••• L•• to S•••••••• I••••••••• M•••••••••
left Feb 2, 2016, registered Jul 27, 2017 (541 days) · Other

Signals

M•••••• D• W••••• left C•••••• S••••• • C••• I••• for T••••••• I••••••••• M••••••••• I••• (registered 2025-09-10)
Apr 5, 2025 · 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: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address