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
Daniel Gerard Meehan
Feed of 09/14/2026
Also filed as Daniel Gerard Meehan
At current firm
0 y
since Aug 21, 2026
In the industry
33 y
since Oct 22, 1992 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
4
dated events on this person
Registration history
IAPD current and previous registrations
- Cape Investment Advisory, Inc. independent RIA currentsince Aug 21, 2026 · Mcdonough, Ga
- Global Investment Advisory independent RIA currentsince Aug 21, 2026 · Mcdonough, Ga
- Bfc Planning, Inc. BD affiliatedNov 13, 2024 to Dec 15, 2025 · Cedar Rapids, Ia
- Arete Wealth Advisors, LLC BD affiliatedMay 30, 2024 to Oct 28, 2024 · Chicago, Il
- The Strategic Financial Alliance BD affiliatedAug 4, 2023 to May 2, 2024 · Atlanta, Ga
- Independent Financial Group, LLC BD affiliatedJul 28, 2022 to Jul 28, 2023 · San Diego, Ca
- Arkadios Wealth Advisors BD affiliatedOct 2, 2019 to Mar 25, 2021 · Atlanta, Ga
- Kalos Management formerSep 21, 2010 to Sep 13, 2019 · Ponte Vedra Beach, Fl
- Td Ameritrade, Inc. formerSep 8, 2006 to Sep 2, 2010 · Jersey City, Nj
Moves
a registration end followed by a registration begin elsewhere
- Bfc Planning, Inc. to Cape Investment Advisory, Inc.left Dec 15, 2025, registered Aug 21, 2026 (249 days) · Affiliated broker-dealer or bank to independent RIA
- Arete Wealth Advisors, LLC to Bfc Planning, Inc.left Oct 28, 2024, registered Nov 13, 2024 (16 days) · Affiliated broker-dealer or bank to another
- The Strategic Financial Alliance to Arete Wealth Advisors, LLCleft May 2, 2024, registered May 30, 2024 (28 days) · Affiliated broker-dealer or bank to another
- Independent Financial Group, LLC to The Strategic Financial Allianceleft Jul 28, 2023, registered Aug 4, 2023 (7 days) · Affiliated broker-dealer or bank to another
- Arkadios Wealth Advisors to Independent Financial Group, LLCleft Mar 25, 2021, registered Jul 28, 2022 (490 days) · RIA to affiliated broker-dealer or bank
- Kalos Management to Arkadios Wealth Advisorsleft Sep 13, 2019, registered Oct 2, 2019 (19 days) · Affiliated broker-dealer or bank to independent RIA
- Td Ameritrade, Inc. to Kalos Managementleft Sep 2, 2010, registered Sep 21, 2010 (19 days) · Other
Signals
- Daniel Gerard Meehan left Bfc Planning, Inc. for Cape Investment Advisory, Inc. (registered 2026-08-21)Dec 15, 2025 · Advisor changed firm · fact
- Daniel Gerard Meehan left Arete Wealth Advisors, Llc for Bfc Planning, Inc. (registered 2024-11-13)Oct 28, 2024 · Advisor changed firm · fact
- Daniel Gerard Meehan left The Strategic Financial Alliance for Arete Wealth Advisors, Llc (registered 2024-05-30)May 2, 2024 · Advisor changed firm · fact
- Daniel Gerard Meehan left Independent Financial Group, Llc for The Strategic Financial Alliance (registered 2023-08-04)Jul 28, 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
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address