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
Meris Arel Collier
Certified Financial Planner
Feed of 09/14/2026
Also filed as Meris A Collier
At current firm
4 y
since Jan 4, 2022
In the industry
19 y
since Sep 20, 2006 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
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
- Axxcess Wealth Management, LLC independent RIA currentsince Jan 4, 2022 · Carlsbad, Ca
- Axxcess Wealth Management, LLC independent RIAApr 29, 2021 to Dec 31, 2021 · Seattle, Wa
- Securities America Advisors, Inc. formerNov 6, 2020 to Apr 29, 2021 · Seattle, Wa
- Arbor Point Advisors formerNov 6, 2020 to Apr 29, 2021 · Seattle, Wa
- Kms Financial Services, Inc formerAug 15, 2016 to Nov 6, 2020 · Seattle, Wa
- Vsr Advisory Services formerFeb 24, 2009 to Aug 15, 2016 · Overland Park, Ks
- Collier unclassifiedMay 30, 2007 to Aug 15, 2016 · Seattle, Wa
Moves
a registration end followed by a registration begin elsewhere
- Securities America Advisors, Inc. to Arbor Point Advisorsleft Apr 29, 2021, registered Nov 6, 2020 (-174 days) · channel change inside one enterprise, not a move · moved with a team
- Arbor Point Advisors to Axxcess Wealth Management, LLCleft Apr 29, 2021, registered Apr 29, 2021 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Kms Financial Services, Inc to Securities America Advisors, Inc.left Nov 6, 2020, registered Nov 6, 2020 (0 days) · corporate re-registration, not a move
- Collier to Vsr Advisory Servicesleft Aug 15, 2016, registered Feb 24, 2009 (-2729 days) · Other
- Vsr Advisory Services to Kms Financial Services, Incleft Aug 15, 2016, registered Aug 15, 2016 (0 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address