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
Michelle Lee Sears
Feed of 09/15/2026
Also filed as Michelle Lee Deemer
At current firm
1 y
since Mar 4, 2025
In the industry
18 y
since May 1, 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
- Wilmington Trust Investment Advisors, Inc. other currentsince Mar 4, 2025 · Penn Run, Pa
- LPL Financial LLC BD affiliatedMar 25, 2020 to May 10, 2022 · Johnstown, Pa
- Trustmont Advisory Group, Inc. BD affiliatedAug 1, 2017 to Sep 17, 2018 · Greensburg, Pa
- Investment Professionals, Inc. formerDec 3, 2008 to Dec 20, 2016 · San Antonio, Tx
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Wilmington Trust Investment Advisors, Inc.left May 10, 2022, registered Mar 4, 2025 (1029 days) · Other
- Trustmont Advisory Group, Inc. to LPL Financial LLCleft Sep 17, 2018, registered Mar 25, 2020 (555 days) · Affiliated broker-dealer or bank to another
- Investment Professionals, Inc. to Trustmont Advisory Group, Inc.left Dec 20, 2016, registered Aug 1, 2017 (224 days) · Other
Signals
- Michelle Lee Sears left Lpl Financial Llc for Wilmington Trust Investment Advisors, Inc. (registered 2025-03-04)May 10, 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
- Other adviserderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address