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RIA / WealthAdvisorCertified Financial Planner34 years in industry

DAVID RANSOM MEGARITY

Advisor at STRATIA WEALTH MANAGEMENT, LLC

COPPELL, TX

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Search this name across graphsid dfx:ria:f5f430c7-baf6-ab9a-001c-835b1fb23b69

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 3, 1998 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: STRATIA 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: Aug 12, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom 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: S63|S65
First exam: Aug 12, 1992
First registration: Feb 3, 1998
Dual registered: no
Other names: DAVID R MEGARITY
IAPD individual key: 2216072

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
STRATIA WEALTH MANAGEMENT, LLC	State registered	May 20, 2025	n/a	yes	COPPELL, TX	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jul 1, 2009	May 20, 2025	no	FORT WORTH, TX\|COPPELL, TX\|ADDISON, TX\|ADDISON, TX\|ADDISON, TX\|ADDISON, TX\|ADDISON, TX\|ADDISON, TX\|FRISCO, TX\|COPPELL, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 5, 2007	Jul 2, 2009	no	FORT WORTH, TX\|SOUTHLAKE, TX	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Feb 3, 1998	Oct 8, 2007	no	FT. WORTH, TX\|FT. WORTH, TX	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
WELLS FARGO ADVISORS	STRATIA WEALTH MANAGEMENT, LLC	May 20, 2025	May 20, 2025	0	Firm change	Wirehouse to state RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Jul 2, 2009	Jul 1, 2009	-1	Firm change	Wirehouse to wirehouse
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 8, 2007	Oct 5, 2007	-3	Firm change	Other

Relationships

Registered with (4)

→ STRATIA WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
May 20, 2025 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 1, 2009 to May 20, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 5, 2007 to Jul 2, 2009factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Feb 3, 1998 to Oct 8, 2007factForm ADV

Dated events

Occurred
May 20, 2025
Advisor changed firm
David Ransom Megarity left Wells Fargo Advisors for Stratia Wealth Management, Llc (registered 2025-05-20)
Form ADVobserved 6 days ago