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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

M•••••• T•••

U•• F•••••••• S••••••• I•••wirehouseWeehawken, Njdual registrantIAPD 6087841

Feed of 09/14/2026

Also filed as Michael D Teel

At current firm

1 y

since Jun 11, 2025

In the industry

11 y

since Jun 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

U•• F•••••••• S••••••• I••• wirehouse current
since Jun 11, 2025 · Weehawken, Nj
J••• M••••• S••••••••• L•• wirehouse
Jan 29, 2025 to May 21, 2025 · New York, Ny
A•••••• W••••• M••••••••• L•• independent RIA
Oct 13, 2023 to Dec 31, 2024 · Hoboken, Nj
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Oct 28, 2021 to Oct 16, 2023 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

J••• M••••• S••••••••• L•• to U•• F•••••••• S••••••• I•••
left May 21, 2025, registered Jun 11, 2025 (21 days) · Wirehouse to wirehouse · moved with a team
A•••••• W••••• M••••••••• L•• to J••• M••••• S••••••••• L••
left Dec 31, 2024, registered Jan 29, 2025 (29 days) · RIA to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to A•••••• W••••• M••••••••• L••
left Oct 16, 2023, registered Oct 13, 2023 (-3 days) · Wirehouse to independent RIA

Signals

Michael Teel left J.P. Morgan Securities Llc for Ubs Financial Services Inc. (registered 2025-06-11)
May 21, 2025 · Advisor changed firm · fact
Michael Teel left Apollon Wealth Management, Llc for J.P. Morgan Securities Llc (registered 2025-01-29)
Dec 31, 2024 · Advisor changed firm · fact
Michael Teel left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Apollon Wealth Management, Llc (registered 2023-10-13)
Oct 16, 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: Wirehousederived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address