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

Emily Donaldson

MML Investors Services, LLCBD affiliatedSpringfield, Ma dual registrantIAPD 6749200

Feed of 09/14/2026

Also filed as Emily Ann Donaldson

At current firm

0 y

since Jun 5, 2026

In the industry

11 y

since Jun 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

MML Investors Services, LLC BD affiliated current
since Jun 5, 2026 · Springfield, Ma
Spire Wealth Management, LLC BD affiliated
Aug 26, 2024 to May 29, 2026 · Wildwood, Mo
Rfg Advisory, LLC independent RIA
Aug 1, 2022 to Aug 9, 2024 · Vestavia Hills, Al
Krilogy independent RIA
Mar 8, 2022 to May 27, 2022 · St. Louis, Mo
Wells Fargo Advisors wirehouse
May 5, 2021 to Mar 2, 2022 · St. Louis, Mo
Td Ameritrade Investment Management, LLC former
May 14, 2019 to Dec 8, 2020 · St. Louis, Mo
Td Ameritrade, Inc. former
May 14, 2019 to Dec 8, 2020 · St. Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

Spire Wealth Management, LLC to MML Investors Services, LLC
left May 29, 2026, registered Jun 5, 2026 (7 days) · Affiliated broker-dealer or bank to another
Rfg Advisory, LLC to Spire Wealth Management, LLC
left Aug 9, 2024, registered Aug 26, 2024 (17 days) · RIA to affiliated broker-dealer or bank
Krilogy to Rfg Advisory, LLC
left May 27, 2022, registered Aug 1, 2022 (66 days) · RIA to RIA
Wells Fargo Advisors to Krilogy
left Mar 2, 2022, registered Mar 8, 2022 (6 days) · Wirehouse to independent RIA
Td Ameritrade Investment Management, LLC to Wells Fargo Advisors
left Dec 8, 2020, registered May 5, 2021 (148 days) · RIA to wirehouse · moved with a team
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Dec 8, 2020, registered May 14, 2019 (-574 days) · corporate re-registration, not a move

Signals

Emily Donaldson left Spire Wealth Management, Llc for Mml Investors Services, Llc (registered 2026-06-05)
May 29, 2026 · Advisor changed firm · fact
Emily Donaldson left Rfg Advisory, Llc for Spire Wealth Management, Llc (registered 2024-08-26)
Aug 9, 2024 · Advisor changed firm · fact
Emily Donaldson left Krilogy for Rfg Advisory, Llc (registered 2022-08-01)
May 27, 2022 · Advisor changed firm · fact
Emily Donaldson left Wells Fargo Advisors for Krilogy (registered 2022-03-08)
Mar 2, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address