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
Alfredo Miguel Mesa
Certified Financial Planner
Feed of 09/15/2026
Also filed as Fredo Mesa
At current firm
2 y
since Jul 1, 2024
In the industry
23 y
since Nov 18, 2002 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Focus Partners Wealth, LLC independent RIA currentsince Jul 1, 2024 · Atlanta, Ga
- Buckingham Strategic Wealth, LLC formerFeb 27, 2024 to Nov 14, 2024 · Atlanta, Ga
- Mesa Financial Group, LLC unclassifiedAug 28, 2012 to Feb 27, 2024 · Atlanta, Ga
- Woodbury Financial Services, Inc. formerJul 23, 2003 to Sep 4, 2012 · Atlanta, Ga
- Private Client Services, LLC BD affiliatedJul 15, 2003 to Dec 14, 2005 · Louisville, Ky
- 1717 Capital Management Company unclassifiedApr 23, 2003 to Jul 16, 2003 · Atlanta , Ga
Moves
a registration end followed by a registration begin elsewhere
- Buckingham Strategic Wealth, LLC to Focus Partners Wealth, LLCleft Nov 14, 2024, registered Jul 1, 2024 (-136 days) · corporate re-registration, not a move
- Mesa Financial Group, LLC to Buckingham Strategic Wealth, LLCleft Feb 27, 2024, registered Feb 27, 2024 (0 days) · Other
- Woodbury Financial Services, Inc. to Mesa Financial Group, LLCleft Sep 4, 2012, registered Aug 28, 2012 (-7 days) · Other
- Private Client Services, LLC to Woodbury Financial Services, Inc.left Dec 14, 2005, registered Jul 23, 2003 (-875 days) · Other
- 1717 Capital Management Company to Private Client Services, LLCleft Jul 16, 2003, registered Jul 15, 2003 (-1 days) · Other
Signals
- Alfredo Miguel Mesa left Mesa Financial Group, Llc for Buckingham Strategic Wealth, Llc (registered 2024-02-27)Feb 27, 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
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address