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
Adria Meehan Siewert
Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Adria Meehan
At current firm
12 y
since Nov 15, 2013
In the industry
18 y
since Feb 15, 2008 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
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
- Wealth Enhancement Advisory Services, LLC BD affiliated currentsince Nov 15, 2013 · Itasca, Il
- Summit Wealth Advisors LLC unclassifiedMar 17, 2010 to Dec 10, 2013 · Itasca, Il
- Raymond James Financial Services Advisors, Inc BD affiliatedMay 12, 2009 to Nov 18, 2013 · Itasca, Il
- Cetera Advisor Networks LLC formerMay 1, 2008 to Apr 3, 2009 · Crystal Lake, Il
Moves
a registration end followed by a registration begin elsewhere
- Summit Wealth Advisors LLC to Wealth Enhancement Advisory Services, LLCleft Dec 10, 2013, registered Nov 15, 2013 (-25 days) · Other
- Raymond James Financial Services Advisors, Inc to Summit Wealth Advisors LLCleft Nov 18, 2013, registered Mar 17, 2010 (-1342 days) · Other
- Cetera Advisor Networks LLC to Raymond James Financial Services Advisors, Incleft Apr 3, 2009, registered May 12, 2009 (39 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address