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
Megan Ann Bleil
Feed of 09/14/2026
At current firm
9 y
since Jan 9, 2017
In the industry
21 y
since Sep 24, 2004 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Pennington Partners & Co., LLC independent RIA currentsince Jan 9, 2017 · Bethesda, Md
- Pennington Partners & Co., LLC independent RIAApr 27, 2016 to Dec 31, 2016 · Bethesda, Md
- Wealthspire Advisors formerSep 22, 2015 to Jun 10, 2016 · Potomac, Md
- Highline Wealth Management, LLC formerMar 27, 2007 to Dec 16, 2015 · Bethesda, Md
- Meltzer Wealth Management unclassifiedDec 6, 2006 to Apr 11, 2007 · Bethesda, Md
- Lydian Wealth Management Company, LLC unclassifiedSep 27, 2004 to May 11, 2006 · Rockville, Md
Moves
a registration end followed by a registration begin elsewhere
- Wealthspire Advisors to Pennington Partners & Co., LLCleft Jun 10, 2016, registered Apr 27, 2016 (-44 days) · Other
- Highline Wealth Management, LLC to Wealthspire Advisorsleft Dec 16, 2015, registered Sep 22, 2015 (-85 days) · Other · moved with a team
- Meltzer Wealth Management to Highline Wealth Management, LLCleft Apr 11, 2007, registered Mar 27, 2007 (-15 days) · Other
- Lydian Wealth Management Company, LLC to Meltzer Wealth Managementleft May 11, 2006, registered Dec 6, 2006 (209 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
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address