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 J Bobell
Feed of 09/14/2026
Also filed as Michael John Bobell
At current firm
2 y
since Mar 29, 2024
In the industry
11 y
since Sep 1, 2015 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Nationwide Investment Advisors, LLC BD affiliated currentsince Mar 29, 2024 · Columbus, Oh
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFeb 7, 2023 to Mar 19, 2024 · Chesterfield, Mo
- Wells Fargo Advisors wirehouseJun 24, 2022 to Nov 23, 2022 · St. Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Nationwide Investment Advisors, LLCleft Mar 19, 2024, registered Mar 29, 2024 (10 days) · Wirehouse to affiliated broker-dealer or bank
- Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Nov 23, 2022, registered Feb 7, 2023 (76 days) · Wirehouse to wirehouse
Signals
- Michael J Bobell left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Nationwide Investment Advisors, Llc (registered 2024-03-29)Mar 19, 2024 · Advisor changed firm · fact
- Michael J Bobell left Wells Fargo Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-02-07)Nov 23, 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