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

Michelle Cari Blouin

Route 20 Private Wealth Inc.independent RIAFort Lauderdale, FlIA-onlyIAPD 7352830

Feed of 09/14/2026

At current firm

1 y

since Dec 12, 2024

In the industry

23 y

since Feb 1, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Route 20 Private Wealth Inc. independent RIA current
since Dec 12, 2024 · Fort Lauderdale, Fl
Route 20 Private Wealth Inc. independent RIA
Dec 12, 2024 to Dec 31, 2025 · Fort Lauderdale, Fl
Axxcess Wealth Management, LLC independent RIA
May 6, 2024 to Dec 2, 2024 · Fort Lauderdale, Fl
Weitz Financial Group LLC unclassified
Sep 12, 2023 to Aug 30, 2024 · Ft Lauderdale, Fl
Fortitude Advisory Group L.L.C. independent RIA
Jul 28, 2022 to May 2, 2024 · Ft Laurderdale, Fl

Moves

a registration end followed by a registration begin elsewhere

Axxcess Wealth Management, LLC to Route 20 Private Wealth Inc.
left Dec 2, 2024, registered Dec 12, 2024 (10 days) · Other · moved with a team
Weitz Financial Group LLC to Axxcess Wealth Management, LLC
left Aug 30, 2024, registered May 6, 2024 (-116 days) · Other · moved with a team
Fortitude Advisory Group L.L.C. to Weitz Financial Group LLC
left May 2, 2024, registered Sep 12, 2023 (-233 days) · Other

Signals

Michelle Cari Blouin left Axxcess Wealth Management, Llc for Route 20 Private Wealth Inc. (registered 2024-12-12)
Dec 2, 2024 · Advisor changed firm · fact
Michelle Cari Blouin left Weitz Financial Group Llc for Axxcess Wealth Management, Llc (registered 2024-05-06)
Aug 30, 2024 · Advisor changed firm · fact
Michelle Cari Blouin left Fortitude Advisory Group L.L.C. for Weitz Financial Group Llc (registered 2023-09-12)
May 2, 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: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address