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 R Hoffman
Certified Financial Planner
Feed of 09/14/2026
At current firm
3 y
since Jul 5, 2023
In the industry
18 y
since May 2, 2008 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
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
- Macroview Investment Management LLC independent RIA currentsince Jul 5, 2023 · Bethesda, Md
- Verdence Capital Advisors, LLC independent RIAJun 26, 2017 to Apr 14, 2023 · Hunt Valley, Md
- Hightower Advisors, LLC BD affiliatedFeb 17, 2012 to Jun 30, 2017 · Sparks, Md
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 29, 2010 to Feb 21, 2012 · Hunt Valley, Md
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDec 7, 2009 to Nov 19, 2010 · Hunt Valley, Md
- T. Rowe Price Advisory Services, Inc. BD affiliatedJun 26, 2009 to Dec 1, 2009 · Owings Mills, Md
Moves
a registration end followed by a registration begin elsewhere
- Verdence Capital Advisors, LLC to Macroview Investment Management LLCleft Apr 14, 2023, registered Jul 5, 2023 (82 days) · RIA to RIA
- Hightower Advisors, LLC to Verdence Capital Advisors, LLCleft Jun 30, 2017, registered Jun 26, 2017 (-4 days) · Other · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Hightower Advisors, LLCleft Feb 21, 2012, registered Feb 17, 2012 (-4 days) · Other
- T. Rowe Price Advisory Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Dec 1, 2009, registered Dec 7, 2009 (6 days) · Other
Signals
- Michael R Hoffman left Verdence Capital Advisors, Llc for Macroview Investment Management Llc (registered 2023-07-05)Apr 14, 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
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address