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
Alexander Michael Means
Feed of 09/14/2026
At current firm
9 y
since Jan 20, 2017
In the industry
14 y
since Jun 19, 2012 (earliest exam, job or registration)
Prior registered firms
4
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Means Wealth Management independent RIA currentsince Jan 20, 2017 · Bangor, Me
- Advantage Investment Management, LLC formerJan 11, 2016 to Dec 9, 2016 · Greenville, Sc
- Silver Oak Securities, Inc. BD affiliatedFeb 11, 2015 to Dec 31, 2015 · Boiling Springs, Sc
- LPL Financial LLC BD affiliatedJan 30, 2013 to Feb 10, 2015 · Greer, Sc
- Means Wealth Management independent RIAJun 29, 2012 to Jan 14, 2013 · Bangor, Me
Moves
a registration end followed by a registration begin elsewhere
- Advantage Investment Management, LLC to Means Wealth Managementleft Dec 9, 2016, registered Jan 20, 2017 (42 days) · Other
- Silver Oak Securities, Inc. to Advantage Investment Management, LLCleft Dec 31, 2015, registered Jan 11, 2016 (11 days) · Other
- LPL Financial LLC to Silver Oak Securities, Inc.left Feb 10, 2015, registered Feb 11, 2015 (1 days) · Other
- Means Wealth Management to LPL Financial LLCleft Jan 14, 2013, registered Jan 30, 2013 (16 days) · Other
Signals
No dated event on this person.
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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address