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 L Allison

Blueprint Financial Advisorsindependent RIASavannah, Ga IA-onlyIAPD 5200617

Feed of 09/14/2026

Also filed as Michael Lee Allison

At current firm

1 y

since Aug 25, 2025

In the industry

19 y

since Oct 24, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Blueprint Financial Advisors independent RIA current
since Aug 25, 2025 · Charlotte, Nc
Newedge Advisors BD affiliated
Mar 13, 2024 to Aug 26, 2025 · St. Simon Island, Ga
MML Investors Services, LLC BD affiliated
Feb 13, 2023 to Mar 8, 2024 · Savannah, Ga
Park Avenue Securities LLC BD affiliated
Jul 7, 2022 to Jan 10, 2023 · Charlotte, Nc
Independent Advisor Alliance, LLC independent RIA
Oct 7, 2021 to May 26, 2022 · Charlotte, Nc
Willow former
Nov 18, 2020 to Sep 10, 2021 · Pittsfield, Ma
Linden Thomas Advisory Services, LLC independent RIA
Jun 14, 2018 to Jan 2, 2020 · Charlotte, Nc
Wells Fargo Advisors wirehouse
Dec 5, 2016 to Jun 18, 2018 · Charlotte, Nc
Greenwood Capital Associates, LLC independent RIA
Jul 2, 2015 to Jul 7, 2016 · Greenwood, Sc
LPL Financial LLC BD affiliated
Apr 14, 2014 to May 27, 2015 · Charlotte, Nc
Allworth Financial, L.P. BD affiliated
Jan 9, 2014 to Apr 29, 2014 · Charlotte, Nc
Pathway Strategic Advisors former
Nov 19, 2013 to Jan 9, 2014 · Charlotte, Nc
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 20, 2010 to Nov 2, 2012 · Charlotte, Nc
Wells Fargo Advisors wirehouse
Oct 25, 2006 to Aug 25, 2010 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

Newedge Advisors to Blueprint Financial Advisors
left Aug 26, 2025, registered Aug 25, 2025 (-1 days) · Affiliated broker-dealer or bank to independent RIA
MML Investors Services, LLC to Newedge Advisors
left Mar 8, 2024, registered Mar 13, 2024 (5 days) · Affiliated broker-dealer or bank to another
Park Avenue Securities LLC to MML Investors Services, LLC
left Jan 10, 2023, registered Feb 13, 2023 (34 days) · Affiliated broker-dealer or bank to another
Independent Advisor Alliance, LLC to Park Avenue Securities LLC
left May 26, 2022, registered Jul 7, 2022 (42 days) · RIA to affiliated broker-dealer or bank
Willow to Independent Advisor Alliance, LLC
left Sep 10, 2021, registered Oct 7, 2021 (27 days) · RIA to RIA
Linden Thomas Advisory Services, LLC to Willow
left Jan 2, 2020, registered Nov 18, 2020 (321 days) · RIA to RIA
Wells Fargo Advisors to Linden Thomas Advisory Services, LLC
left Jun 18, 2018, registered Jun 14, 2018 (-4 days) · Other · moved with a team
Greenwood Capital Associates, LLC to Wells Fargo Advisors
left Jul 7, 2016, registered Dec 5, 2016 (151 days) · Other
LPL Financial LLC to Greenwood Capital Associates, LLC
left May 27, 2015, registered Jul 2, 2015 (36 days) · Other
Allworth Financial, L.P. to LPL Financial LLC
left Apr 29, 2014, registered Apr 14, 2014 (-15 days) · Other
Pathway Strategic Advisors to Allworth Financial, L.P.
left Jan 9, 2014, registered Jan 9, 2014 (0 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Pathway Strategic Advisors
left Nov 2, 2012, registered Nov 19, 2013 (382 days) · Other
Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Aug 25, 2010, registered Aug 20, 2010 (-5 days) · Wirehouse to wirehouse

Signals

Michael L Allison left Newedge Advisors for Blueprint Financial Advisors (registered 2025-08-25)
Aug 26, 2025 · Advisor changed firm · fact
Michael L Allison left Mml Investors Services, Llc for Newedge Advisors (registered 2024-03-13)
Mar 8, 2024 · Advisor changed firm · fact
Michael L Allison left Park Avenue Securities Llc for Mml Investors Services, Llc (registered 2023-02-13)
Jan 10, 2023 · Advisor changed firm · fact
Michael L Allison left Independent Advisor Alliance, Llc for Park Avenue Securities Llc (registered 2022-07-07)
May 26, 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: Independent wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address