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 Ellen Walsh
Certified Financial Planner
Feed of 09/14/2026
Also filed as Melissa Ellen Bradley
At current firm
4 y
since Sep 23, 2021
In the industry
17 y
since May 5, 2009 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
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
- Clarity Financial Design state registered currentsince Sep 23, 2021 · Sarasota, Fl
- Allegiant Private Advisors, LLC formerOct 12, 2020 to Jul 29, 2021 · Sarasota, Fl
- Commonwealth Financial Network national BDJan 18, 2018 to Sep 28, 2020 · Sarasota, Fl
- Commonwealth Financial Network national BDMay 27, 2014 to Sep 7, 2017 · Braintree, Ma
- Amundi Pioneer Institutional Asset Management, Inc. formerJan 4, 2013 to May 8, 2014 · Boston, Ma
- Commonwealth Financial Network national BDFeb 1, 2011 to Dec 6, 2012 · Waltham, Ma
Moves
a registration end followed by a registration begin elsewhere
- Allegiant Private Advisors, LLC to Clarity Financial Designleft Jul 29, 2021, registered Sep 23, 2021 (56 days) · RIA to a state-registered adviser
- Commonwealth Financial Network to Allegiant Private Advisors, LLCleft Sep 28, 2020, registered Oct 12, 2020 (14 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Amundi Pioneer Institutional Asset Management, Inc. to Commonwealth Financial Networkleft May 8, 2014, registered May 27, 2014 (19 days) · Other
- Commonwealth Financial Network to Amundi Pioneer Institutional Asset Management, Inc.left Dec 6, 2012, registered Jan 4, 2013 (29 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
- STATE REGISTEREDderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address