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

Michael Paul Mcmeans

Kestra Advisory Services, LLCBD affiliatedAustin, Tx dual registrantIAPD 5335444

Certified Financial Planner

Feed of 09/14/2026

Also filed as Michael Paul Roberts

At current firm

1 y

since Mar 11, 2025

In the industry

19 y

since Jul 13, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Kestra Advisory Services, LLC BD affiliated current
since Mar 11, 2025 · Columbus, Oh
Osaic Wealth, Inc. BD affiliated
Jun 14, 2024 to Mar 14, 2025 · Columbus, Oh
Securities America Advisors, Inc. former
Sep 18, 2020 to Jun 14, 2024 · Columbus, Oh
Ssn Advisory, Inc. former
Mar 1, 2019 to Sep 18, 2020 · Columbus, Oh
Osaic Institutions, Inc. BD affiliated
Jun 14, 2010 to Mar 1, 2019 · Upper Arlington, Oh
Edward Jones national BD
Jul 26, 2007 to Jun 15, 2010 · Worthington, Oh

Moves

a registration end followed by a registration begin elsewhere

Osaic Wealth, Inc. to Kestra Advisory Services, LLC
left Mar 14, 2025, registered Mar 11, 2025 (-3 days) · Affiliated broker-dealer or bank to another · moved with a team
Securities America Advisors, Inc. to Osaic Wealth, Inc.
left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
Ssn Advisory, Inc. to Securities America Advisors, Inc.
left Sep 18, 2020, registered Sep 18, 2020 (0 days) · corporate re-registration, not a move
Osaic Institutions, Inc. to Ssn Advisory, Inc.
left Mar 1, 2019, registered Mar 1, 2019 (0 days) · Affiliated broker-dealer or bank to another
Edward Jones to Osaic Institutions, Inc.
left Jun 15, 2010, registered Jun 14, 2010 (-1 days) · Other

Signals

Michael Paul Mcmeans left Osaic Wealth, Inc. for Kestra Advisory Services, Llc (registered 2025-03-11)
Mar 14, 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: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address