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
Barbara G. Meyers
Certified Financial Planner
Feed of 09/15/2026
Also filed as Barbara Gail Meyers
At current firm
0 y
since Jun 17, 2026
In the industry
49 y
since Sep 1, 1977 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Planmember Securities Corporation independent RIA currentsince Jun 17, 2026 · San Diego, Ca
- Westpark Capital, Inc. independent RIAMay 10, 2022 to Jul 10, 2026 · Irvine, Ca
- Woodbury Financial Services, Inc. formerJan 12, 2021 to May 12, 2022 · Irvine, Ca
- Crown Capital Securities, L.P. formerFeb 18, 2009 to Dec 31, 2020 · Irvine, Ca
Moves
a registration end followed by a registration begin elsewhere
- Westpark Capital, Inc. to Planmember Securities Corporationleft Jul 10, 2026, registered Jun 17, 2026 (-23 days) · RIA to RIA
- Woodbury Financial Services, Inc. to Westpark Capital, Inc.left May 12, 2022, registered May 10, 2022 (-2 days) · Affiliated broker-dealer or bank to independent RIA
- Crown Capital Securities, L.P. to Woodbury Financial Services, Inc.left Dec 31, 2020, registered Jan 12, 2021 (12 days) · Affiliated broker-dealer or bank to another
Signals
- Barbara G. Meyers left Westpark Capital, Inc. for Planmember Securities Corporation (registered 2026-06-17)Jul 10, 2026 · Advisor changed firm · fact
- Barbara G. Meyers left Woodbury Financial Services, Inc. for Westpark Capital, Inc. (registered 2022-05-10)May 12, 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
- Independent wealth managerderived
- Years in industry
- 49derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address