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
Tobias Allan Meek
Feed of 09/15/2026
Also filed as Tobias Meek
At current firm
8 y
since Jan 22, 2018
In the industry
18 y
since Sep 17, 2008 (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, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Jan 22, 2018 · Apopka, Fl
- Invest Financial Corporation formerJul 13, 2016 to Nov 16, 2017 · Winter Park, Fl
- Suntrust Investment Services, Inc. formerJul 24, 2014 to Jun 10, 2016 · Ponte Vedra Beach, Fl
- Bb&T Investment Services, Inc. formerDec 21, 2010 to Apr 11, 2014 · Charlotte, Nc
- Edward Jones national BDJul 13, 2010 to Sep 9, 2010 · St Louis, Mo
- Wells Fargo Advisors wirehouseOct 6, 2008 to Jan 19, 2010 · Charlottesville, Va
Moves
a registration end followed by a registration begin elsewhere
- Invest Financial Corporation to LPL Financial LLCleft Nov 16, 2017, registered Jan 22, 2018 (67 days) · Other · moved with a team
- Suntrust Investment Services, Inc. to Invest Financial Corporationleft Jun 10, 2016, registered Jul 13, 2016 (33 days) · Other
- Bb&T Investment Services, Inc. to Suntrust Investment Services, Inc.left Apr 11, 2014, registered Jul 24, 2014 (104 days) · Other
- Edward Jones to Bb&T Investment Services, Inc.left Sep 9, 2010, registered Dec 21, 2010 (103 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Wells Fargo Advisors to Edward Jonesleft Jan 19, 2010, registered Jul 13, 2010 (175 days) · Wirehouse to affiliated broker-dealer or bank
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