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

Angel Melgoza

Financial Life Advisorsindependent RIASan Antonio, TxIA-onlyIAPD 6122539

Certified Financial Planner

Feed of 09/14/2026

Also filed as Angel Melgosa

At current firm

0 y

since Jun 24, 2026

In the industry

14 y

since Jun 1, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Financial Life Advisors independent RIA current
since Jun 24, 2026 · San Antonio, Tx
Yfp Wealth independent RIA
Jan 4, 2023 to Jun 23, 2026 · Edinburg, Tx
Origin Investment Advisory LLC independent RIA
Jun 9, 2022 to Dec 2, 2022 · Edinburg, Tx
Origin Investment Advisory LLC independent RIA
Jan 4, 2022 to Jun 9, 2022 · Sarasota, Fl
Mylife Financial unclassified
Oct 28, 2021 to Dec 14, 2023 · Edinburg, Tx
Your Richest Life state registered
Jul 9, 2021 to Jan 3, 2022 · Plano, Tx
LPL Financial LLC BD affiliated
Aug 18, 2020 to Dec 22, 2020 · Mcallen, Tx
Mylife Financial unclassified
Aug 11, 2016 to Mar 29, 2019 · Edinburg, Tx
Financial Life Advisors independent RIA
Feb 18, 2013 to Nov 13, 2018 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

Yfp Wealth to Financial Life Advisors
left Jun 23, 2026, registered Jun 24, 2026 (1 days) · RIA to RIA
Mylife Financial to Origin Investment Advisory LLC
left Dec 14, 2023, registered Jan 4, 2022 (-709 days) · Other
Origin Investment Advisory LLC to Yfp Wealth
left Dec 2, 2022, registered Jan 4, 2023 (33 days) · RIA to RIA
Your Richest Life to Mylife Financial
left Jan 3, 2022, registered Oct 28, 2021 (-67 days) · Other
LPL Financial LLC to Your Richest Life
left Dec 22, 2020, registered Jul 9, 2021 (199 days) · Affiliated broker-dealer or bank to a state-registered adviser
Mylife Financial to LPL Financial LLC
left Mar 29, 2019, registered Aug 18, 2020 (508 days) · Other
Financial Life Advisors to Mylife Financial
left Nov 13, 2018, registered Aug 11, 2016 (-824 days) · Other

Signals

Angel Melgoza left Yfp Wealth for Financial Life Advisors (registered 2026-06-24)
Jun 23, 2026 · Advisor changed firm · fact
Angel Melgoza left Mylife Financial for Origin Investment Advisory Llc (registered 2022-01-04)
Dec 14, 2023 · Advisor changed firm · fact
Angel Melgoza left Origin Investment Advisory Llc for Yfp Wealth (registered 2023-01-04)
Dec 2, 2022 · Advisor changed firm · fact
Angel Melgoza left Your Richest Life for Mylife Financial (registered 2021-10-28)
Jan 3, 2022 · 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: Independent wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address