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 Anne Blankenship
Feed of 09/14/2026
Also filed as Melissa Anne Huffman
At current firm
3 y
since Jan 13, 2023
In the industry
18 y
since Jan 30, 2008 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James Financial Services Advisors, Inc BD affiliated currentsince Jan 13, 2023 · Vienna, Wv
- United Brokerage Services Inc BD affiliatedFeb 14, 2022 to Dec 20, 2022 · Parkersburg, Wv
- Morgan Stanley wirehouseJan 25, 2017 to Dec 14, 2017 · Columbia, Md
- Suntrust Investment Services, Inc. formerJan 30, 2008 to May 4, 2010 · Chesapeake, Va
Moves
a registration end followed by a registration begin elsewhere
- United Brokerage Services Inc to Raymond James Financial Services Advisors, Incleft Dec 20, 2022, registered Jan 13, 2023 (24 days) · Affiliated broker-dealer or bank to another
- Morgan Stanley to United Brokerage Services Incleft Dec 14, 2017, registered Feb 14, 2022 (1523 days) · Wirehouse to affiliated broker-dealer or bank
- Suntrust Investment Services, Inc. to Morgan Stanleyleft May 4, 2010, registered Jan 25, 2017 (2458 days) · Other
Signals
- Melissa Anne Blankenship left United Brokerage Services Inc for Raymond James Financial Services Advisors, Inc (registered 2023-01-13)Dec 20, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address