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
David Lawrence Meucci
Certified Financial Planner
Feed of 09/14/2026
Also filed as Dave Meucci
At current firm
1 y
since Apr 11, 2025
In the industry
30 y
since May 31, 1996 (earliest exam, job or registration)
Prior registered firms
3
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
- Phase Change Wealth Management LLC state registered currentsince Apr 11, 2025 · Sebastopol, Ca
- The Social Equity Group, Inc. formerMar 3, 2023 to Mar 31, 2023 · San Francisco, Ca
- Western International Securities formerAug 21, 2017 to Apr 25, 2025 · Petaluma, Ca
- Financial West Group formerFeb 28, 2006 to Aug 21, 2017 · Westlake Village, Ca
Moves
a registration end followed by a registration begin elsewhere
- Western International Securities to The Social Equity Group, Inc.left Apr 25, 2025, registered Mar 3, 2023 (-784 days) · Other
- The Social Equity Group, Inc. to Phase Change Wealth Management LLCleft Mar 31, 2023, registered Apr 11, 2025 (742 days) · Other
- Financial West Group to Western International Securitiesleft Aug 21, 2017, registered Aug 21, 2017 (0 days) · corporate re-registration, not a move
Signals
- David Lawrence Meucci left Western International Securities for The Social Equity Group, Inc. (registered 2023-03-03)Apr 25, 2025 · Advisor changed firm · fact
- David Lawrence Meucci left The Social Equity Group, Inc. for Phase Change Wealth Management Llc (registered 2025-04-11)Mar 31, 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
- STATE REGISTEREDderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address