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
Walter Franklin Megonigal
Feed of 09/14/2026
Also filed as Walter Franklin Megonigal
At current firm
0 y
since Oct 9, 2025
In the industry
18 y
since Jan 29, 2008 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Farther independent RIA currentsince Oct 9, 2025 · Charlottesville, Va
- Grand Strategy Capital, LLC formerAug 24, 2010 to Oct 9, 2025 · Charlottesville, Va
- United Brokerage Services Inc BD affiliatedOct 30, 2009 to Jul 28, 2010 · Charlottesville, Va
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 30, 2008 to Nov 19, 2008 · Charlottesville, Va
Moves
a registration end followed by a registration begin elsewhere
- Grand Strategy Capital, LLC to Fartherleft Oct 9, 2025, registered Oct 9, 2025 (0 days) · RIA to RIA · moved with a team
- United Brokerage Services Inc to Grand Strategy Capital, LLCleft Jul 28, 2010, registered Aug 24, 2010 (27 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to United Brokerage Services Incleft Nov 19, 2008, registered Oct 30, 2009 (345 days) · Other
Signals
- Walter Franklin Megonigal left Grand Strategy Capital, Llc for Farther (registered 2025-10-09)Oct 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
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address