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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
M••••• E•••••••• M•••••••
- Business email
- meghan.mullikin@journeyadvisory.groupreportedjourneyadvisory.groupfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- J•••••• A••••••• G••••• L•• independent RIA currentsince Jan 1, 2025 · Covington, Ky
- M•••••• BD affiliatedJun 17, 2022 to Aug 5, 2024 · Cincinnati, Oh
- F•••• T•••• S••••••••• I••• BD affiliatedNov 8, 2011 to Mar 13, 2020 · Cincinnati, Oh
- M•••••• to J•••••• A••••••• G••••• L••left Aug 5, 2024, registered Jan 1, 2025 (149 days) · Affiliated broker-dealer or bank to independent RIA
- F•••• T•••• S••••••••• I••• to M••••••left Mar 13, 2020, registered Jun 17, 2022 (826 days) · Affiliated broker-dealer or bank to another
- M••••• E•••••••• M••••••• left Mariner for J•••••• A••••••• G••••• L•• (registered 2025-01-01)Aug 5, 2024 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address