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
Randall Vance Van Meter
Feed of 09/15/2026
Also filed as Randy Van Meter
At current firm
0 y
since Feb 18, 2026
In the industry
16 y
since Aug 1, 2010 (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
2
dated events on this person
Registration history
IAPD current and previous registrations
- U.S. Bancorp Advisors, LLC BD affiliated currentsince Feb 18, 2026 · Fort Lauderdale, Fl
- U.S. Bancorp Investments, Inc. formerFeb 24, 2025 to Feb 14, 2026 · Saint Paul, Mn
- J.P. Morgan Private Wealth Advisors LLC formerOct 19, 2022 to Jun 22, 2023 · Boca Raton, Fl
- Morgan Stanley wirehouseAug 10, 2011 to Oct 14, 2022 · Boca Raton, Fl
Moves
a registration end followed by a registration begin elsewhere
- U.S. Bancorp Investments, Inc. to U.S. Bancorp Advisors, LLCleft Feb 14, 2026, registered Feb 18, 2026 (4 days) · corporate re-registration, not a move
- J.P. Morgan Private Wealth Advisors LLC to U.S. Bancorp Investments, Inc.left Jun 22, 2023, registered Feb 24, 2025 (613 days) · Affiliated broker-dealer or bank to another
- Morgan Stanley to J.P. Morgan Private Wealth Advisors LLCleft Oct 14, 2022, registered Oct 19, 2022 (5 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Randall Vance Van Meter left J.P. Morgan Private Wealth Advisors Llc for U.S. Bancorp Investments, Inc. (registered 2025-02-24)Jun 22, 2023 · Advisor changed firm · fact
- Randall Vance Van Meter left Morgan Stanley for J.P. Morgan Private Wealth Advisors Llc (registered 2022-10-19)Oct 14, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address