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
Bradley Ross Michalchuk
Certified Financial Planner
Feed of 09/15/2026
Also filed as Brad Michalchuk
At current firm
0 y
since Jul 27, 2026
In the industry
11 y
since Jul 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Cwm, LLC BD affiliated currentsince Jul 27, 2026 · Lebanon, Nh
- Wells Fargo Advisors wirehouseApr 25, 2025 to Aug 5, 2026 · Lebanon, Nh
- The Millstone Evans Group, LLC independent RIAFeb 12, 2022 to May 9, 2025 · Boulder, Co
- Maia Wealth independent RIAFeb 24, 2021 to Jan 27, 2022 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Cwm, LLCleft Aug 5, 2026, registered Jul 27, 2026 (-9 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- The Millstone Evans Group, LLC to Wells Fargo Advisorsleft May 9, 2025, registered Apr 25, 2025 (-14 days) · RIA to wirehouse
- Maia Wealth to The Millstone Evans Group, LLCleft Jan 27, 2022, registered Feb 12, 2022 (16 days) · RIA to RIA
Signals
- Bradley Ross Michalchuk left Wells Fargo Advisors for Cwm, Llc (registered 2026-07-27)Aug 5, 2026 · Advisor changed firm · fact
- Bradley Ross Michalchuk left The Millstone Evans Group, Llc for Wells Fargo Advisors (registered 2025-04-25)May 9, 2025 · Advisor changed firm · fact
- Bradley Ross Michalchuk left Maia Wealth for The Millstone Evans Group, Llc (registered 2022-02-12)Jan 27, 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