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
Patricia Faye Meidell
Certified Financial Planner
Feed of 09/14/2026
Also filed as Patricia Meidell Walker
At current firm
18 y
since Sep 4, 2008
In the industry
39 y
since Jun 25, 1987 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- American Wealth Management independent RIA currentsince Sep 4, 2008 · Reno, Nv
- LPL Financial LLC BD affiliatedSep 8, 2009 to Mar 9, 2011 · Reno, Nv
- Associated Securities Corp. unclassifiedAug 3, 2004 to Sep 8, 2009 · Boston, Ma
- American Wealth Management independent RIAMay 12, 2004 to Jul 13, 2004 · Reno, Nv
- American Wealth Management independent RIAFeb 6, 1998 to Dec 31, 2002 · Reno, Nv
- Associated Planners Investment Advisory Inc unclassifiedJul 11, 1996 to Oct 13, 2009 · Reno, Nv
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to no registered destinationleft Mar 9, 2011 · Departure, no registered destination
- Associated Planners Investment Advisory Inc to American Wealth Managementleft Oct 13, 2009, registered Feb 6, 1998 (-4267 days) · Other
- Associated Securities Corp. to American Wealth Managementleft Sep 8, 2009, registered Sep 4, 2008 (-369 days) · Other
- American Wealth Management to Associated Securities Corp.left Jul 13, 2004, registered Aug 3, 2004 (21 days) · Other
Signals
No dated event on this person.
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
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address