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
Rakesh Tailap Mehta
Feed of 09/14/2026
At current firm
0 y
since Jan 6, 2026
In the industry
25 y
since Dec 1, 2000 (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
S66, 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
- Iconiq Capital, LLC asset manager currentsince Jan 6, 2026 · San Francisco, Ca
- Morgan Stanley wirehouseJun 1, 2009 to Mar 7, 2012 · San Francisco, Ca
- Morgan Stanley & Co. LLC unclassifiedDec 15, 2008 to Jun 1, 2009 · San Francisco, Ca
- UBS Financial Services Inc. wirehouseMay 14, 2003 to Oct 30, 2003 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- Morgan Stanley to Iconiq Capital, LLCleft Mar 7, 2012, registered Jan 6, 2026 (5053 days) · Other
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- UBS Financial Services Inc. to Morgan Stanley & Co. LLCleft Oct 30, 2003, registered Dec 15, 2008 (1873 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address