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Advisor at META WEALTH ADVISORY
TIMONIUM, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| META WEALTH ADVISORY | Independent wealth | Aug 29, 2025 | n/a | yes | TIMONIUM, MD | Current employment |
| SC&H WEALTH | Independent wealth | May 21, 2008 | Aug 13, 2025 | no | HUNT VALLEY, MD | Previous registration |
| 1ST GLOBAL ADVISORS INC | Former SEC adviser | Apr 2, 2008 | Nov 16, 2009 | no | SPARKS, MD | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Aug 30, 2006 | Mar 27, 2008 | no | TOWSON, MD | Previous registration |
| T. ROWE PRICE ADVISORY SERVICES, INC. | Bd affiliated wealth | Feb 20, 2004 | Jul 10, 2006 | no | OWINGS MILLS, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SC&H WEALTH | META WEALTH ADVISORY | Aug 13, 2025 | Aug 29, 2025 | 16 | Firm change | RIA to new firm |
| 1ST GLOBAL ADVISORS INC | SC&H WEALTH | Nov 16, 2009 | May 21, 2008 | -544 | Firm change after gap | Other |
| STRATEGIC ADVISERS LLC | 1ST GLOBAL ADVISORS INC | Mar 27, 2008 | Apr 2, 2008 | 6 | Firm change | Other |
| T. ROWE PRICE ADVISORY SERVICES, INC. | STRATEGIC ADVISERS LLC | Jul 10, 2006 | Aug 30, 2006 | 51 | Firm change | Other |