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
James Michael Meaders
Feed of 09/15/2026
Also filed as Mike Meaders
At current firm
0 y
since Apr 27, 2026
In the industry
34 y
since Mar 23, 1992 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Voya Financial Advisors, Inc. BD affiliated currentsince Apr 27, 2026 · Alexander, Ar
- Strategic Advisers LLC national BDMar 31, 2025 to Jan 9, 2026 · Alexander, Ar
- Fidelity Personal And Workplace Advisors formerMar 9, 2022 to Mar 31, 2025 · Alexander, Ar
- Charles Schwab & Co., Inc. national BDFeb 28, 2017 to Feb 4, 2022 · Little Rock, Ar
- Bfc Planning, Inc. BD affiliatedJun 13, 2011 to Feb 10, 2017 · Cedar Rapids, Ia
- St. Bernard Financial Services, Inc. BD affiliatedFeb 18, 2010 to Jun 21, 2011 · Benton, Ar
- Investment Professionals, Inc. formerMay 13, 2005 to Dec 20, 2007 · Benton, Ar
Moves
a registration end followed by a registration begin elsewhere
- Strategic Advisers LLC to Voya Financial Advisors, Inc.left Jan 9, 2026, registered Apr 27, 2026 (108 days) · Affiliated broker-dealer or bank to another · moved with a team
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Charles Schwab & Co., Inc. to Fidelity Personal And Workplace Advisorsleft Feb 4, 2022, registered Mar 9, 2022 (33 days) · Affiliated broker-dealer or bank to another
- Bfc Planning, Inc. to Charles Schwab & Co., Inc.left Feb 10, 2017, registered Feb 28, 2017 (18 days) · Other
- St. Bernard Financial Services, Inc. to Bfc Planning, Inc.left Jun 21, 2011, registered Jun 13, 2011 (-8 days) · Other
- Investment Professionals, Inc. to St. Bernard Financial Services, Inc.left Dec 20, 2007, registered Feb 18, 2010 (791 days) · Other
Signals
- James Michael Meaders left Strategic Advisers Llc for Voya Financial Advisors, Inc. (registered 2026-04-27)Jan 9, 2026 · Advisor changed firm · fact
- James Michael Meaders left Charles Schwab & Co., Inc. for Fidelity Personal And Workplace Advisors (registered 2022-03-09)Feb 4, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address