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
Mero Joseph Capo
Feed of 09/15/2026
Also filed as Mero Joseph Capo
At current firm
1 y
since Jul 18, 2025
In the industry
33 y
since Jun 28, 1993 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Newedge Advisors BD affiliated currentsince Jul 18, 2025 · Pittsburgh, Pa
- World Investment Advisors, LLC otherSep 17, 2015 to Jul 9, 2025 · Wexford, Pa
- Independent Financial Partners BD affiliatedJul 2, 2014 to Sep 28, 2015 · Wexford, Pa
- Nfp Advisor Services, LLC formerJul 31, 2009 to Jun 30, 2014 · Scottsdale, Az
- Apb Financial Group Ltd unclassifiedJan 2, 1996 to Nov 23, 2004 · Warrendale, Pa
Moves
a registration end followed by a registration begin elsewhere
- World Investment Advisors, LLC to Newedge Advisorsleft Jul 9, 2025, registered Jul 18, 2025 (9 days) · Other · moved with a team
- Independent Financial Partners to World Investment Advisors, LLCleft Sep 28, 2015, registered Sep 17, 2015 (-11 days) · Other
- Nfp Advisor Services, LLC to Independent Financial Partnersleft Jun 30, 2014, registered Jul 2, 2014 (2 days) · Other
- Apb Financial Group Ltd to Nfp Advisor Services, LLCleft Nov 23, 2004, registered Jul 31, 2009 (1711 days) · Other
Signals
- Mero Joseph Capo left World Investment Advisors, Llc for Newedge Advisors (registered 2025-07-18)Jul 9, 2025 · 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
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address