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

Sharina Maria Merid

U.S. Bancorp Advisors, LLCBD affiliatedYorba Linda, Ca dual registrantIAPD 5155888

Feed of 09/15/2026

Also filed as Sharina Maria Shields

At current firm

0 y

since Feb 13, 2026

In the industry

13 y

since Nov 1, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

U.S. Bancorp Advisors, LLC BD affiliated current
since Feb 13, 2026 · Brea, Ca
U.S. Bancorp Investments, Inc. former
Jan 14, 2026 to Feb 13, 2026 · Brea, Ca
Cetera Investment Advisers LLC BD affiliated
Jun 29, 2023 to Dec 15, 2025 · Newport Beach, Ca
Cetera Advisor Networks LLC former
Feb 4, 2021 to Jun 29, 2023 · Irving, Tx
Creative Planning Institutional Advisors, LLC institutional
Jul 2, 2020 to Jan 9, 2026 · Irvine, Ca
Sageview Private Client Group, LLC former
Jul 2, 2020 to Dec 9, 2025 · Irvine, Ca

Moves

a registration end followed by a registration begin elsewhere

U.S. Bancorp Investments, Inc. to U.S. Bancorp Advisors, LLC
left Feb 13, 2026, registered Feb 13, 2026 (0 days) · corporate re-registration, not a move
Creative Planning Institutional Advisors, LLC to Cetera Advisor Networks LLC
left Jan 9, 2026, registered Feb 4, 2021 (-1800 days) · Other
Cetera Investment Advisers LLC to U.S. Bancorp Investments, Inc.
left Dec 15, 2025, registered Jan 14, 2026 (30 days) · Affiliated broker-dealer or bank to another
Sageview Private Client Group, LLC to Creative Planning Institutional Advisors, LLC
left Dec 9, 2025, registered Jul 2, 2020 (-1986 days) · Other
Cetera Advisor Networks LLC to Cetera Investment Advisers LLC
left Jun 29, 2023, registered Jun 29, 2023 (0 days) · corporate re-registration, not a move

Signals

Sharina Maria Merid left Creative Planning Institutional Advisors, Llc for Cetera Advisor Networks Llc (registered 2021-02-04)
Jan 9, 2026 · Advisor changed firm · fact
Sharina Maria Merid left Cetera Investment Advisers Llc for U.S. Bancorp Investments, Inc. (registered 2026-01-14)
Dec 15, 2025 · Advisor changed firm · fact
Sharina Maria Merid left Sageview Private Client Group, Llc for Creative Planning Institutional Advisors, Llc (registered 2020-07-02)
Dec 9, 2025 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address