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.

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Registered advisor

M•••• A• W••••

F••••• I•••••••••independent RIATampa, Fl IA-onlyIAPD 6753043

Feed of 09/15/2026

Also filed as Miles Allen Welch

At current firm

2 y

since May 13, 2024

In the industry

11 y

since Jan 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, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

F••••• I••••••••• independent RIA current
since May 13, 2024 · Tampa, Fl
M••••• S•••••• wirehouse
Jan 26, 2022 to Sep 27, 2023 · New York, Ny
J••• M••••• S••••••••• L•• wirehouse
Sep 29, 2021 to Jan 5, 2022 · Newark, De
M••••• L•• independent RIA
Apr 11, 2017 to Nov 21, 2017 · Radnor, Pa

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to F••••• I•••••••••
left Sep 27, 2023, registered May 13, 2024 (229 days) · Wirehouse to independent RIA
J••• M••••• S••••••••• L•• to M••••• S••••••
left Jan 5, 2022, registered Jan 26, 2022 (21 days) · Wirehouse to wirehouse · moved with a team
M••••• L•• to J••• M••••• S••••••••• L••
left Nov 21, 2017, registered Sep 29, 2021 (1408 days) · Other

Signals

M•••• A• W•••• left M••••• S•••••• for F••••• I••••••••• (registered 2024-05-13)
Sep 27, 2023 · Advisor changed firm · fact
M•••• A• W•••• left J••• M••••• S••••••••• L•• for M••••• S•••••• (registered 2022-01-26)
Jan 5, 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: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address