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
Lawrence R Melcer
Feed of 09/14/2026
Also filed as Lawrence R Meller
At current firm
2 y
since Jun 24, 2024
In the industry
14 y
since Oct 21, 2011 (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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Ein Sof Advisors, LLC state registered currentsince Jun 24, 2024 · Boca Raton, Fl
- Ein Sof Advisors, LLC state registeredJul 14, 2021 to Dec 31, 2024 · Boca Raton, Fl
- A.G.P / Alliance Global Partners independent RIAJul 20, 2020 to Jul 21, 2021 · Boca Raton, Fl
- Stoever Glass Wealth Management, Inc. formerFeb 15, 2019 to Jul 13, 2020 · Boca Raton, Fl
- Shearson Financial Services, LLC state registeredJul 21, 2016 to Mar 11, 2019 · Boca Raton, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 21, 2011 to Jan 8, 2013 · Weston, Fl
Moves
a registration end followed by a registration begin elsewhere
- A.G.P / Alliance Global Partners to Ein Sof Advisors, LLCleft Jul 21, 2021, registered Jul 14, 2021 (-7 days) · RIA to a state-registered adviser
- Stoever Glass Wealth Management, Inc. to A.G.P / Alliance Global Partnersleft Jul 13, 2020, registered Jul 20, 2020 (7 days) · RIA to RIA
- Shearson Financial Services, LLC to Stoever Glass Wealth Management, Inc.left Mar 11, 2019, registered Feb 15, 2019 (-24 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Shearson Financial Services, LLCleft Jan 8, 2013, registered Jul 21, 2016 (1290 days) · Wirehouse to a state-registered adviser
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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address