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
Megan Kathleen Hammann
Certified Financial Planner
Feed of 09/14/2026
Also filed as Megan Kathleen Mccarthy
At current firm
2 y
since Jan 8, 2024
In the industry
17 y
since Mar 24, 2009 (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
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
- Wealthquest Corporation independent RIA currentsince Jan 8, 2024 · Cincinnati, Oh
- Cassady Schiller Wealth Management, LLC formerSep 29, 2020 to Jul 26, 2022 · Cincinnati, Oh
- Advice And Planning Services BD affiliatedMar 13, 2014 to Nov 10, 2016 · Cincinnati, Oh
- Pnc Wealth Management BD affiliatedDec 6, 2012 to Mar 4, 2014 · London, Oh
- Td Ameritrade Investment Management, LLC formerMar 26, 2009 to Nov 20, 2012 · Cincinnati, Oh
- Td Ameritrade, Inc. formerMar 26, 2009 to Nov 20, 2012 · Cincinnati, Oh
Moves
a registration end followed by a registration begin elsewhere
- Cassady Schiller Wealth Management, LLC to Wealthquest Corporationleft Jul 26, 2022, registered Jan 8, 2024 (531 days) · RIA to RIA
- Advice And Planning Services to Cassady Schiller Wealth Management, LLCleft Nov 10, 2016, registered Sep 29, 2020 (1419 days) · Other
- Pnc Wealth Management to Advice And Planning Servicesleft Mar 4, 2014, registered Mar 13, 2014 (9 days) · Other
- Td Ameritrade Investment Management, LLC to Pnc Wealth Managementleft Nov 20, 2012, registered Dec 6, 2012 (16 days) · Other
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Nov 20, 2012, registered Mar 26, 2009 (-1335 days) · channel change inside one enterprise, not a move
Signals
- Megan Kathleen Hammann left Cassady Schiller Wealth Management, Llc for Wealthquest Corporation (registered 2024-01-08)Jul 26, 2022 · 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address