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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
D••••• J• M•••••••
- Business email
- dmccusker@meridianwealthpartners.comreportedmeridianwealthpartners.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- M••••••• W••••• P•••••••• L•• independent RIA currentsince Apr 6, 2017 · East Norriton, Pa
- H• W••••• M••••••••• L•• formerNov 20, 2014 to Dec 7, 2017 · Plymouth Meeting, Pa
- E••• F•••••••• A••••••• unclassifiedApr 4, 2012 to Dec 31, 2015 · Media, Pa
- C••••••••• F•••••••• N•••••• national BDNov 26, 2007 to Mar 20, 2012 · Merchantville, Nj
- C••••••••• A•••••••• I•• formerJun 25, 2002 to Nov 29, 2007 · Merchantville, Nj
- H• W••••• M••••••••• L•• to M••••••• W••••• P•••••••• L••left Dec 7, 2017, registered Apr 6, 2017 (-245 days) · Other · moved with a team
- E••• F•••••••• A••••••• to H• W••••• M••••••••• L••left Dec 31, 2015, registered Nov 20, 2014 (-406 days) · Other
- C••••••••• F•••••••• N•••••• to E••• F•••••••• A•••••••left Mar 20, 2012, registered Apr 4, 2012 (15 days) · Other
- C••••••••• A•••••••• I•• to C••••••••• F•••••••• N••••••left Nov 29, 2007, registered Nov 26, 2007 (-3 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address