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

Heather Mcmichael Molloy

Mercer Global Advisors Inc.independent RIADenver, Co IA-onlyIAPD 6862733

Certified Financial Planner · Personal Financial Specialist

Feed of 09/15/2026

Also filed as Heather Ann Mcmichael

At current firm

1 y

since May 13, 2025

In the industry

13 y

since Sep 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Mercer Global Advisors Inc. independent RIA current
since May 13, 2025 · Denver, Co
Atlas independent RIA
Sep 17, 2024 to Apr 29, 2025 · Round Hill, Va
Mai Capital Management, LLC independent RIA
Feb 12, 2024 to Sep 6, 2024 · Leesburg, Va
Madison Wealth Management former
Jan 17, 2019 to Jan 29, 2024 · Leesburg, Va
Avantax Advisory Services former
Oct 2, 2017 to Nov 12, 2018 · Aldie, Va

Moves

a registration end followed by a registration begin elsewhere

Atlas to Mercer Global Advisors Inc.
left Apr 29, 2025, registered May 13, 2025 (14 days) · RIA to RIA
Mai Capital Management, LLC to Atlas
left Sep 6, 2024, registered Sep 17, 2024 (11 days) · RIA to RIA
Madison Wealth Management to Mai Capital Management, LLC
left Jan 29, 2024, registered Feb 12, 2024 (14 days) · RIA to RIA · moved with a team
Avantax Advisory Services to Madison Wealth Management
left Nov 12, 2018, registered Jan 17, 2019 (66 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Heather Mcmichael Molloy left Atlas for Mercer Global Advisors Inc. (registered 2025-05-13)
Apr 29, 2025 · Advisor changed firm · fact
Heather Mcmichael Molloy left Mai Capital Management, Llc for Atlas (registered 2024-09-17)
Sep 6, 2024 · Advisor changed firm · fact
Heather Mcmichael Molloy left Madison Wealth Management for Mai Capital Management, Llc (registered 2024-02-12)
Jan 29, 2024 · 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address