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
Veronica M Gillotte
Feed of 09/15/2026
Also filed as Veronica Marie Meyer
At current firm
1 y
since Jun 30, 2025
In the industry
26 y
since Aug 31, 2000 (earliest exam, job or registration)
Prior registered firms
12
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Singer Wealth Advisors LLC independent RIA currentsince Jun 30, 2025 · Deerfield Beach, Fl
- Strategic Wealth Investment Group, LLC independent RIAOct 12, 2021 to May 13, 2025 · Louisville, Ky
- Aragon Capital LLC independent RIAJul 31, 2019 to May 12, 2021 · Fort Lauderdale, Fl
- Bb&T Securities, LLC formerJan 2, 2018 to Aug 30, 2018 · Boca Raton, Fl
- Bb&T Investment Services, Inc. formerMay 30, 2017 to Jan 2, 2018 · Charlotte, Nc
- Truist Advisory Services, Inc. BD affiliatedAug 19, 2016 to May 17, 2017 · Boynton Beach, Fl
- Suntrust Investment Services, Inc. formerFeb 23, 2016 to Dec 31, 2016 · Boca Raton, Fl
- Hsbc Securities (USA) Inc. BD affiliatedApr 10, 2014 to Jan 14, 2016 · Boca Raton, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDec 6, 2013 to Mar 31, 2014 · Boynton Beach, Fl
- LPL Financial LLC BD affiliatedJun 11, 2010 to Nov 1, 2013 · Boca Raton, Fl
- Pnc Wealth Management BD affiliatedNov 13, 2009 to May 26, 2010 · Boca Raton, Fl
- Natcity Investments, Inc. unclassifiedMay 9, 2007 to Nov 13, 2009 · Boynton Beach, Fl
- Strategic Advisers LLC national BDApr 10, 2006 to Mar 30, 2007 · Wellington, Fl
Moves
a registration end followed by a registration begin elsewhere
- Strategic Wealth Investment Group, LLC to Singer Wealth Advisors LLCleft May 13, 2025, registered Jun 30, 2025 (48 days) · RIA to RIA
- Aragon Capital LLC to Strategic Wealth Investment Group, LLCleft May 12, 2021, registered Oct 12, 2021 (153 days) · RIA to RIA
- Bb&T Securities, LLC to Aragon Capital LLCleft Aug 30, 2018, registered Jul 31, 2019 (335 days) · Affiliated broker-dealer or bank to independent RIA
- Bb&T Investment Services, Inc. to Bb&T Securities, LLCleft Jan 2, 2018, registered Jan 2, 2018 (0 days) · corporate re-registration, not a move
- Truist Advisory Services, Inc. to Bb&T Investment Services, Inc.left May 17, 2017, registered May 30, 2017 (13 days) · Other · moved with a team
- Suntrust Investment Services, Inc. to Truist Advisory Services, Inc.left Dec 31, 2016, registered Aug 19, 2016 (-134 days) · corporate re-registration, not a move
- Hsbc Securities (USA) Inc. to Suntrust Investment Services, Inc.left Jan 14, 2016, registered Feb 23, 2016 (40 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Hsbc Securities (USA) Inc.left Mar 31, 2014, registered Apr 10, 2014 (10 days) · Other
- LPL Financial LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Nov 1, 2013, registered Dec 6, 2013 (35 days) · Other
- Pnc Wealth Management to LPL Financial LLCleft May 26, 2010, registered Jun 11, 2010 (16 days) · Other
- Natcity Investments, Inc. to Pnc Wealth Managementleft Nov 13, 2009, registered Nov 13, 2009 (0 days) · corporate re-registration, not a move
- Strategic Advisers LLC to Natcity Investments, Inc.left Mar 30, 2007, registered May 9, 2007 (40 days) · Other
Signals
- Veronica M Gillotte left Strategic Wealth Investment Group, Llc for Singer Wealth Advisors Llc (registered 2025-06-30)May 13, 2025 · 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
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address