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
Melissa Willoughby
Feed of 09/15/2026
Also filed as Melissa Johnson
At current firm
9 y
since Aug 29, 2017
In the industry
19 y
since Jun 14, 2007 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Bcg Securities, Inc. independent RIA currentsince Mar 13, 2024 · Cherry Hill, Nj
- Horace Mann Investors, Inc. no RAUM currentsince Aug 29, 2017 · Springfield, Il
- Midwestern Securities Trading Co.,LLC independent RIAApr 5, 2016 to Aug 22, 2017 · Springfield, Il
Moves
a registration end followed by a registration begin elsewhere
- Midwestern Securities Trading Co.,LLC to Horace Mann Investors, Inc.left Aug 22, 2017, registered Aug 29, 2017 (7 days) · Other
Signals
No dated event on this person.
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
- No RAUM reportedderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address