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•••••• A••••• T•••••••

R••••••• W••••• M••••••••• I•••mixed wealthCharlotte, Nc IA-onlyIAPD 6429957

Feed of 09/15/2026

Also filed as Melissa H Dixon

At current firm

2 y

since Jul 1, 2024

In the industry

21 y

since Jan 1, 2005 (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

R••••••• W••••• M••••••••• I••• mixed wealth current
since Jul 1, 2024 · Charlotte, Nc
K••••• A••••••• S•••••••• L•• BD affiliated
Aug 18, 2022 to Jul 3, 2024 · Monroe, Nc
T•• A•••••••• I••• BD affiliated
May 25, 2022 to Aug 19, 2022 · Summit, Nj

Moves

a registration end followed by a registration begin elsewhere

K••••• A••••••• S•••••••• L•• to R••••••• W••••• M••••••••• I•••
left Jul 3, 2024, registered Jul 1, 2024 (-2 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
T•• A•••••••• I••• to K••••• A••••••• S•••••••• L••
left Aug 19, 2022, registered Aug 18, 2022 (-1 days) · Affiliated broker-dealer or bank to another

Signals

M•••••• A••••• T••••••• left K••••• A••••••• S•••••••• L•• for R••••••• W••••• M••••••••• I••• (registered 2024-07-01)
Jul 3, 2024 · Advisor changed firm · fact
M•••••• A••••• T••••••• left T•• A•••••••• I••• for K••••• A••••••• S•••••••• L•• (registered 2022-08-18)
Aug 19, 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: Wealth manager with institutional or fund businessderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address