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.
Feed of 09/14/2026
Also filed as Vivian Alexandra Ferreira
At current firm
0 y
since Aug 3, 2026
In the industry
12 y
since Apr 1, 2014 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Morgan Stanley wirehouse currentsince Aug 3, 2026 · Alpharetta, Ga
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseApr 14, 2025 to Jul 30, 2026 · New York, Ny
- Wells Fargo Advisors wirehouseOct 28, 2022 to Apr 3, 2025 · Atlanta, Ga
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJul 17, 2014 to Oct 31, 2022 · Alpharetta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanleyleft Jul 30, 2026, registered Aug 3, 2026 (4 days) · Wirehouse to wirehouse
- Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Apr 3, 2025, registered Apr 14, 2025 (11 days) · Wirehouse to wirehouse
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisorsleft Oct 31, 2022, registered Oct 28, 2022 (-3 days) · Wirehouse to wirehouse · moved with a team
Signals
- Vivian Melillo left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Morgan Stanley (registered 2026-08-03)Jul 30, 2026 · Advisor changed firm · fact
- Vivian Melillo left Wells Fargo Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2025-04-14)Apr 3, 2025 · Advisor changed firm · fact
- Vivian Melillo left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Wells Fargo Advisors (registered 2022-10-28)Oct 31, 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
- Wirehousederived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address