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Michael James Dickey

Intellivest Wealth Management

Boiling Springs, SC

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Current Employers
Intellivest Wealth Management

3082 Old Furnace Road, Boiling Springs, SC 29316 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-30
IN RA APPROVED 2025-05-13
GA RA APPROVED 2022-07-27
TX RA APPROVED_RES 2021-04-07
NC RA APPROVED 2020-05-13
SC RA APPROVED 2020-05-06
  • FL RA
    APPROVED
    Since 2026-07-30
  • IN RA
    APPROVED
    Since 2025-05-13
  • GA RA
    APPROVED
    Since 2022-07-27
  • TX RA
    APPROVED_RES
    Since 2021-04-07
  • NC RA
    APPROVED
    Since 2020-05-13
  • SC RA
    APPROVED
    Since 2020-05-06

Branch Locations

3082 Old Furnace Road, Boiling Springs, SC 29316 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Ace Mortgage & Appraisal Corp Inman SC 03/1998 Present
Edward Jones St Louis MO 03/2014 06/2020
Intellivest Wealth Management Corporation Boiling Springs SC 03/2020 Present
Capital Investment Group Inc Raleigh NC 06/2020 02/2021
  • 03/1998 → Present
    Ace Mortgage & Appraisal Corp
    Inman, SC
  • 03/2014 → 06/2020
    St Louis, MO
  • 03/2020 → Present
    Intellivest Wealth Management Corporation
    Boiling Springs, SC
  • 06/2020 → 02/2021
    Capital Investment Group Inc
    Raleigh, NC
Previous Registrations
  • 2014-08-08 → 2020-06-25
    St Louis, MO
    Inman, SC
Other Businesses

1) INTELLIVEST WEALTH MANAGEMENT, 3082 OLD FURNACE RD, BOILING SPRINGS, SC 29316; INVESTMENT RELATED; RIA & REAL ESTATE APPRAISALS; RA/OWNER; 6/2/2020; 160 HRS/MONTH ALL DURING TRADING HOURS. 2) ACE APPRAISALS DBA OF INTELLIVEST WEALTH MANAGEMENT, 3082 OLD FURNACE RD, BOILING SPRINGS, SC 29316; REAL ESTATE APPRAISER; PROVIDE SINGLE FAMILY REAL ESTATE APPRAISALS TO APPAISAL MGMT COMPANIES AS WELL AS INDIVIDUALS IN THE LOCAL AREA; NOT INVESTMENT RELATED; DUTIES: MEASURE SFR HOMES, RESEARCH THE MARKET AND THEN PROVIDE MARKET VALUES; START 01/2000; 40 HRS/MON WITH 1-3 HRS DURING TRADING. 3) INSURANCE AGENT, 3082 OLD FURNACE RD, BOILING SPRINGS, SC 29316; START 6/2/2020; INVESTMENT RELATED; PROVIDE GUIDANCE WITH FINANCIAL PLANNING FOR LIFE, HEALTH, DISABILITY, ETC AS THEY MEET CLIENTS NEEDS. 160 HRS/MON WITH ALL DURING TRADING HRS. 4) REAL ESTATE INVESTMENTS ARE UNDER THE HOLDING COMPANY PAL CAPITAL. MICHAEL DICKEY IS THE OWNER OF PAL CAPITAL AND RECIEVES INCOME IN THE FORM OF RENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-06
  • S66 Uniform Combined State Law Examination
    2014-06-06
Other Names
  • Michael James Dickey
  • Mick Dickey
  • Michael Dickey
  • Michael J. Dickey

View on SEC IAPD

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