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

Michael James Neill

Marathon Financial Groupindependent RIABradenton, Fl IA-onlyIAPD 6515915

Chartered Financial Analyst

Feed of 09/14/2026

At current firm

0 y

since Oct 7, 2025

In the industry

10 y

since Jun 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

n/a

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Marathon Financial Group independent RIA current
since Oct 7, 2025 · Bradenton, Fl
Newedge Advisors BD affiliated
Mar 19, 2024 to Oct 1, 2025 · St. Petersburg, Fl
Corient independent RIA
Mar 22, 2023 to Mar 12, 2024 · Miami, Fl
Ci Doyle Private Wealth, LLC former
Jul 1, 2022 to Mar 31, 2023 · St. Petersburg, Fl

Moves

a registration end followed by a registration begin elsewhere

Newedge Advisors to Marathon Financial Group
left Oct 1, 2025, registered Oct 7, 2025 (6 days) · Affiliated broker-dealer or bank to a newly registered adviser
Corient to Newedge Advisors
left Mar 12, 2024, registered Mar 19, 2024 (7 days) · RIA to affiliated broker-dealer or bank
Ci Doyle Private Wealth, LLC to Corient
left Mar 31, 2023, registered Mar 22, 2023 (-9 days) · RIA to RIA · moved with a team

Signals

Michael James Neill left Newedge Advisors for Marathon Financial Group (registered 2025-10-07)
Oct 1, 2025 · Advisor changed firm · fact
Michael James Neill left Corient for Newedge Advisors (registered 2024-03-19)
Mar 12, 2024 · Advisor changed firm · fact
Michael James Neill left Ci Doyle Private Wealth, Llc for Corient (registered 2023-03-22)
Mar 31, 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: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address