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 Elaine Gordon

Principal Securities, Inc.BD affiliatedAtlanta, Ga dual registrantIAPD 5796509

Chartered Financial Consultant

Feed of 09/15/2026

Also filed as Melissa Gordon

At current firm

0 y

since Jun 30, 2026

In the industry

13 y

since Jun 29, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Principal Securities, Inc. BD affiliated current
since Jun 30, 2026 · Savannah, Ga
Eagle Strategies LLC BD affiliated
Jul 10, 2025 to Jul 7, 2026 · Savannah, Ga
State Farm Investment Management Corp. asset manager
Feb 18, 2021 to May 3, 2023 · Savannah, Ga

Moves

a registration end followed by a registration begin elsewhere

Eagle Strategies LLC to Principal Securities, Inc.
left Jul 7, 2026, registered Jun 30, 2026 (-7 days) · Affiliated broker-dealer or bank to another
State Farm Investment Management Corp. to Eagle Strategies LLC
left May 3, 2023, registered Jul 10, 2025 (799 days) · Other

Signals

Melissa Elaine Gordon left Eagle Strategies Llc for Principal Securities, Inc. (registered 2026-06-30)
Jul 7, 2026 · Advisor changed firm · fact
Melissa Elaine Gordon left State Farm Investment Management Corp. for Eagle Strategies Llc (registered 2025-07-10)
May 3, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address