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
Daniel Robert Meier
Feed of 09/14/2026
Also filed as Daniel Robert Meier
At current firm
2 y
since Sep 21, 2023
In the industry
19 y
since Dec 20, 2006 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
3
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Shepherd Financial Investment Advisory LLC institutional currentsince Mar 1, 2024 · Carmel, In
- Lincoln Investment independent RIA currentsince Sep 21, 2023 · Canton, Ga
- Capital Analysts BD affiliated currentsince Sep 21, 2023 · Carmel, In
- Cetera Investment Advisers LLC BD affiliatedNov 12, 2020 to Sep 21, 2023 · Indianapolis, In
- First Allied Advisory Services, Inc. formerJan 24, 2017 to Nov 12, 2020 · Indianapolis, In
- First Allied Advisory Services, Inc. formerDec 5, 2016 to Dec 5, 2016 · Indianapolis, In
- Oneamerica Securities, Inc. BD affiliatedSep 29, 2016 to Dec 14, 2016 · Indianapolis, In
- Pension Consultants Inc institutionalJun 15, 2016 to Aug 18, 2016 · Fishers, In
Moves
a registration end followed by a registration begin elsewhere
- Cetera Investment Advisers LLC to Lincoln Investmentleft Sep 21, 2023, registered Sep 21, 2023 (0 days) · Affiliated broker-dealer or bank to independent RIA
- First Allied Advisory Services, Inc. to Cetera Investment Advisers LLCleft Nov 12, 2020, registered Nov 12, 2020 (0 days) · corporate re-registration, not a move
- Oneamerica Securities, Inc. to First Allied Advisory Services, Inc.left Dec 14, 2016, registered Dec 5, 2016 (-9 days) · Other
- Pension Consultants Inc to Oneamerica Securities, Inc.left Aug 18, 2016, registered Sep 29, 2016 (42 days) · Other
Signals
- Daniel Robert Meier left Cetera Investment Advisers Llc for Lincoln Investment (registered 2023-09-21)Sep 21, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address