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
Marcia Virginia Nehall
Feed of 09/14/2026
At current firm
0 y
since Feb 17, 2026
In the industry
14 y
since Aug 14, 2012 (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, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- U.S. Bancorp Advisors, LLC BD affiliated currentsince Feb 17, 2026 · Tampa, Fl
- U.S. Bancorp Investments, Inc. formerApr 30, 2025 to Feb 14, 2026 · Saint Paul, Mn
- Wells Fargo Advisors wirehouseApr 16, 2015 to Apr 28, 2025 · Clearwater, Fl
- Morgan Stanley wirehouseNov 26, 2013 to Aug 19, 2014 · Clearwater, Fl
Moves
a registration end followed by a registration begin elsewhere
- U.S. Bancorp Investments, Inc. to U.S. Bancorp Advisors, LLCleft Feb 14, 2026, registered Feb 17, 2026 (3 days) · corporate re-registration, not a move
- Wells Fargo Advisors to U.S. Bancorp Investments, Inc.left Apr 28, 2025, registered Apr 30, 2025 (2 days) · Wirehouse to affiliated broker-dealer or bank
- Morgan Stanley to Wells Fargo Advisorsleft Aug 19, 2014, registered Apr 16, 2015 (240 days) · Wirehouse to wirehouse
Signals
- Marcia Virginia Nehall left Wells Fargo Advisors for U.S. Bancorp Investments, Inc. (registered 2025-04-30)Apr 28, 2025 · 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address