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.
Feed of 09/14/2026
Also filed as Dustin Stuart Meza
At current firm
1 y
since Jan 8, 2025
In the industry
26 y
since Sep 18, 2000 (earliest exam, job or registration)
Prior registered firms
4
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
- Ae Wealth Management, LLC BD affiliated currentsince Jan 8, 2025 · Lenexa, Ks
- Nuance Investments, LLC otherNov 8, 2021 to Oct 30, 2024 · Kansas City, Mo
- Thrivent Investment Management Inc. BD affiliatedMay 17, 2021 to Oct 15, 2021 · Minneapolis, Mn
- Waddell & Reed formerMar 6, 2015 to May 13, 2021 · Overland Park, Ks
- Sunset Financial Services, Inc. formerApr 28, 2006 to Dec 3, 2014 · Kansas City, Mo
Moves
a registration end followed by a registration begin elsewhere
- Nuance Investments, LLC to Ae Wealth Management, LLCleft Oct 30, 2024, registered Jan 8, 2025 (70 days) · Other
- Thrivent Investment Management Inc. to Nuance Investments, LLCleft Oct 15, 2021, registered Nov 8, 2021 (24 days) · Other
- Waddell & Reed to Thrivent Investment Management Inc.left May 13, 2021, registered May 17, 2021 (4 days) · Affiliated broker-dealer or bank to another
- Sunset Financial Services, Inc. to Waddell & Reedleft Dec 3, 2014, registered Mar 6, 2015 (93 days) · Other
Signals
- Dustin Meza left Nuance Investments, Llc for Ae Wealth Management, Llc (registered 2025-01-08)Oct 30, 2024 · 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address