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 James Meyers
Certified Financial Planner
Feed of 09/14/2026
At current firm
13 y
since Aug 23, 2013
In the industry
21 y
since Jul 6, 2005 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cookson Peirce Wealth Management independent RIA currentsince Aug 23, 2013 · Pittsburgh, Pa
- Pnc Wealth Management BD affiliatedMay 20, 2013 to Jul 17, 2013 · Pittsburgh, Pa
- Bmo Harris Financial Advisors, Inc formerAug 1, 2012 to Feb 21, 2013 · Phoenix, Az
- M&I Financial Advisors, Inc. formerMay 31, 2012 to Aug 1, 2012 · Paradise Valley, Az
- Ameriprise Financial Services, LLC national BDJul 7, 2005 to Jan 12, 2006 · Cannonsburg, Pa
Moves
a registration end followed by a registration begin elsewhere
- Pnc Wealth Management to Cookson Peirce Wealth Managementleft Jul 17, 2013, registered Aug 23, 2013 (37 days) · Other
- Bmo Harris Financial Advisors, Inc to Pnc Wealth Managementleft Feb 21, 2013, registered May 20, 2013 (88 days) · Other
- M&I Financial Advisors, Inc. to Bmo Harris Financial Advisors, Incleft Aug 1, 2012, registered Aug 1, 2012 (0 days) · channel change inside one enterprise, not a move
- Ameriprise Financial Services, LLC to M&I Financial Advisors, Inc.left Jan 12, 2006, registered May 31, 2012 (2331 days) · Affiliated broker-dealer or bank to a newly registered adviser
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