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RIA / WealthAdvisorCertified Financial Planner30 years in industry

DAVID LAWRENCE MEUCCI

Advisor at PHASE CHANGE WEALTH MANAGEMENT LLC

SEBASTOPOL, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 28, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PHASE CHANGE WEALTH MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 31, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 31, 1996
First registration: Feb 28, 2006
Dual registered: no
Other names: Dave Meucci|David Meucci|David L Meucci|David L. Meucci
IAPD individual key: 2743152

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PHASE CHANGE WEALTH MANAGEMENT LLC	State registered	Apr 11, 2025	n/a	yes	SEBASTOPOL, CA	Current employment
THE SOCIAL EQUITY GROUP, INC.	Former SEC adviser	Mar 3, 2023	Mar 31, 2023	no	San Francisco, CA	Previous registration
WESTERN INTERNATIONAL SECURITIES	Former SEC adviser	Aug 21, 2017	Apr 25, 2025	no	Petaluma, CA\|Sebastopol, CA\|Sebastopol, CA	Previous registration
FINANCIAL WEST GROUP	Former SEC adviser	Feb 28, 2006	Aug 21, 2017	no	WESTLAKE VILLAGE, CA\|SEBASTOPOL, CA\|WESTLAKE VILLAGE, CA\|Newmarket, NH\|OAKLAND, CA\|SEBASTOPOL, CA\|TROY, PA\|Portland, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WESTERN INTERNATIONAL SECURITIES	THE SOCIAL EQUITY GROUP, INC.	Apr 25, 2025	Mar 3, 2023	-784	Firm change after gap	Other
THE SOCIAL EQUITY GROUP, INC.	PHASE CHANGE WEALTH MANAGEMENT LLC	Mar 31, 2023	Apr 11, 2025	742	Firm change after gap	Other
FINANCIAL WEST GROUP	WESTERN INTERNATIONAL SECURITIES	Aug 21, 2017	Aug 21, 2017	0	Bulk transfer	Other

Relationships

Registered with (4)

→ PHASE CHANGE WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Apr 11, 2025 to presentfactForm ADV
→ WESTERN INTERNATIONAL SECURITIESRegistered adviserregistration: previous registration
Aug 21, 2017 to Apr 25, 2025factForm ADV
→ THE SOCIAL EQUITY GROUP, INC.Registered adviserregistration: previous registration
Mar 3, 2023 to Mar 31, 2023factForm ADV
→ FINANCIAL WEST GROUPRegistered adviserregistration: previous registration
Feb 28, 2006 to Aug 21, 2017factForm ADV

Dated events

Occurred
Apr 25, 2025
Advisor changed firm
David Lawrence Meucci left Western International Securities for The Social Equity Group, Inc. (registered 2023-03-03)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2023
Advisor changed firm
David Lawrence Meucci left The Social Equity Group, Inc. for Phase Change Wealth Management Llc (registered 2025-04-11)
Form ADVobserved 4 days ago