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•••••• A••

K••••• S••••• • W••••• W••••• M••••••••• L••independent RIADaytona Beach, FlIA-onlyIAPD 6682212

Feed of 09/14/2026

Also filed as Michael Age

At current firm

0 y

since Sep 11, 2026

In the industry

10 y

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

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

K••••• S••••• • W••••• W••••• M••••••••• L•• independent RIA current
since Sep 11, 2026 · Daytona Beach, Fl
S••• W••••• L•• BD affiliated
May 22, 2025 to Nov 21, 2025 · Jacksonville, Fl
J••• M••••• S••••••••• L•• wirehouse
May 31, 2023 to Apr 16, 2024 · Ponte Vedra Beach, Fl
M••••• S•••••• wirehouse
Jul 2, 2019 to Feb 8, 2023 · Ponte Vedra Beach, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
May 9, 2018 to Jun 11, 2019 · Jacksonville, Fl

Moves

a registration end followed by a registration begin elsewhere

S••• W••••• L•• to K••••• S••••• • W••••• W••••• M••••••••• L••
left Nov 21, 2025, registered Sep 11, 2026 (294 days) · Affiliated broker-dealer or bank to independent RIA
J••• M••••• S••••••••• L•• to S••• W••••• L••
left Apr 16, 2024, registered May 22, 2025 (401 days) · Wirehouse to affiliated broker-dealer or bank
M••••• S•••••• to J••• M••••• S••••••••• L••
left Feb 8, 2023, registered May 31, 2023 (112 days) · Wirehouse to wirehouse · moved with a team
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••
left Jun 11, 2019, registered Jul 2, 2019 (21 days) · Wirehouse to wirehouse

Signals

M•••••• A•••••• A•• left S••• W••••• L•• for K••••• S••••• • W••••• W••••• M••••••••• L•• (registered 2026-09-11)
Nov 21, 2025 · Advisor changed firm · fact
M•••••• A•••••• A•• left J••• M••••• S••••••••• L•• for S••• W••••• L•• (registered 2025-05-22)
Apr 16, 2024 · Advisor changed firm · fact
M•••••• A•••••• A•• left M••••• S•••••• for J••• M••••• S••••••••• L•• (registered 2023-05-31)
Feb 8, 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