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

Melissa A Geracimos

Cetera Investment Advisers LLCBD affiliatedAlexandria, Va dual registrantIAPD 2681315

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Mellissa Yockey

At current firm

0 y

since Sep 4, 2026

In the industry

30 y

since May 24, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cetera Investment Advisers LLC BD affiliated current
since Sep 4, 2026 · Alexandria, Va
Aurelius Family Office, LLC independent RIA
Feb 27, 2025 to Jul 7, 2026 · Alexandria, Va
Charles Schwab & Co., Inc. national BD
Jun 24, 2024 to Jan 3, 2025 · Alexandria, Va
Global Retirement Partners LLC institutional
Jan 29, 2020 to May 21, 2024 · Mclean, Va
Campbell Wealth Management, Inc. former
Apr 7, 2016 to Oct 23, 2019 · Alexandria, Va
LPL Financial LLC BD affiliated
Feb 28, 2014 to Apr 4, 2016 · Vienna, Va
LPL Financial LLC BD affiliated
Nov 30, 2012 to Feb 27, 2014 · Vienna, Va
Osaic Fs, Inc. former
Oct 19, 2009 to Dec 11, 2012 · Arlington, Va
Securities America Advisors, Inc. former
Jul 24, 2009 to Oct 13, 2009 · Alexandria, Va
Osaic Fs, Inc. former
Aug 10, 2006 to Jul 30, 2009 · Arlington, Va
Deutsche Bank Securities Inc. no RAUM
Aug 11, 2000 to Jul 27, 2006 · Washington, Dc

Moves

a registration end followed by a registration begin elsewhere

Aurelius Family Office, LLC to Cetera Investment Advisers LLC
left Jul 7, 2026, registered Sep 4, 2026 (59 days) · RIA to affiliated broker-dealer or bank
Charles Schwab & Co., Inc. to Aurelius Family Office, LLC
left Jan 3, 2025, registered Feb 27, 2025 (55 days) · Affiliated broker-dealer or bank to independent RIA
Global Retirement Partners LLC to Charles Schwab & Co., Inc.
left May 21, 2024, registered Jun 24, 2024 (34 days) · Other
Campbell Wealth Management, Inc. to Global Retirement Partners LLC
left Oct 23, 2019, registered Jan 29, 2020 (98 days) · Other
LPL Financial LLC to Campbell Wealth Management, Inc.
left Apr 4, 2016, registered Apr 7, 2016 (3 days) · Other
Osaic Fs, Inc. to LPL Financial LLC
left Dec 11, 2012, registered Nov 30, 2012 (-11 days) · Other
Securities America Advisors, Inc. to Osaic Fs, Inc.
left Oct 13, 2009, registered Oct 19, 2009 (6 days) · Other
Osaic Fs, Inc. to Securities America Advisors, Inc.
left Jul 30, 2009, registered Jul 24, 2009 (-6 days) · Other
Deutsche Bank Securities Inc. to Osaic Fs, Inc.
left Jul 27, 2006, registered Aug 10, 2006 (14 days) · Other

Signals

Melissa A Geracimos left Aurelius Family Office, Llc for Cetera Investment Advisers Llc (registered 2026-09-04)
Jul 7, 2026 · Advisor changed firm · fact
Melissa A Geracimos left Charles Schwab & Co., Inc. for Aurelius Family Office, Llc (registered 2025-02-27)
Jan 3, 2025 · Advisor changed firm · fact
Melissa A Geracimos left Global Retirement Partners Llc for Charles Schwab & Co., Inc. (registered 2024-06-24)
May 21, 2024 · 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: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address