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 Stanley Burr
Feed of 09/14/2026
At current firm
3 y
since Aug 4, 2023
In the industry
13 y
since Aug 1, 2013 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Westmount Partners, LLC independent RIA currentsince Aug 4, 2023 · Los Angeles, Ca
- Mariner Independent independent RIAMay 5, 2022 to May 30, 2023 · Los Angeles, Ca
- Mariner BD affiliatedMar 3, 2022 to May 30, 2023 · Los Angeles, Ca
- Adviceperiod, LLC formerNov 5, 2020 to Mar 30, 2022 · Los Angeles, Ca
Moves
a registration end followed by a registration begin elsewhere
- Mariner to Mariner Independentleft May 30, 2023, registered May 5, 2022 (-390 days) · Affiliated broker-dealer or bank to independent RIA
- Mariner Independent to Westmount Partners, LLCleft May 30, 2023, registered Aug 4, 2023 (66 days) · RIA to RIA
- Adviceperiod, LLC to Marinerleft Mar 30, 2022, registered Mar 3, 2022 (-27 days) · RIA to affiliated broker-dealer or bank · moved with a team
Signals
- Michael Stanley Burr left Mariner Independent for Westmount Partners, Llc (registered 2023-08-04)May 30, 2023 · Advisor changed firm · fact
- Michael Stanley Burr left Mariner for Mariner Independent (registered 2022-05-05)May 30, 2023 · Advisor changed firm · fact
- Michael Stanley Burr left Adviceperiod, Llc for Mariner (registered 2022-03-03)Mar 30, 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address