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.
Feed of 09/14/2026
Also filed as Michael Francis Meara
At current firm
3 y
since Feb 1, 2023
In the industry
25 y
since Jun 20, 2001 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Rbf Wealth Advisors independent RIA currentsince Feb 1, 2023 · St. Louis, Mo
- Securian Financial Services, Inc. formerJul 9, 2021 to Jan 19, 2023 · St. Louis, Mo
- Nexus Wealth Advisors, LLC formerMar 28, 2014 to Mar 9, 2017 · Santa Cruz, Ca
- Pacific Mountain Advisors, Inc. formerJan 1, 2010 to Dec 31, 2015 · Santa Cruz, Ca
- Pacific Mountain Advisors, Inc. formerJun 20, 2001 to Dec 31, 2005 · Scotts Valley, Ca
Moves
a registration end followed by a registration begin elsewhere
- Securian Financial Services, Inc. to Rbf Wealth Advisorsleft Jan 19, 2023, registered Feb 1, 2023 (13 days) · RIA to RIA
- Nexus Wealth Advisors, LLC to Securian Financial Services, Inc.left Mar 9, 2017, registered Jul 9, 2021 (1583 days) · Other
- Pacific Mountain Advisors, Inc. to Nexus Wealth Advisors, LLCleft Dec 31, 2015, registered Mar 28, 2014 (-643 days) · Other
Signals
- Michael Meara left Securian Financial Services, Inc. for Rbf Wealth Advisors (registered 2023-02-01)Jan 19, 2023 · 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address