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
Joshua Metayer
Feed of 09/14/2026
Also filed as Joshua T Metayer
At current firm
3 y
since Jan 11, 2023
In the industry
11 y
since Jun 25, 2015 (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
- Charles Schwab & Co., Inc. national BD currentsince Jan 11, 2023 · South Burlington, Vt
- Td Ameritrade Investment Management, LLC formerOct 26, 2018 to Sep 7, 2023 · South Burlington, Vt
- Td Ameritrade, Inc. formerOct 26, 2018 to Oct 14, 2022 · Burlington, Vt
- Foresters Equity Services, Inc. formerFeb 6, 2017 to Nov 30, 2017 · Colchester, Vt
- Msi Financial Services, Inc. formerOct 19, 2015 to Jul 27, 2016 · Colchester, Vt
Moves
a registration end followed by a registration begin elsewhere
- Td Ameritrade Investment Management, LLC to Charles Schwab & Co., Inc.left Sep 7, 2023, registered Jan 11, 2023 (-239 days) · corporate re-registration, not a move
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Oct 14, 2022, registered Oct 26, 2018 (-1449 days) · corporate re-registration, not a move
- Foresters Equity Services, Inc. to Td Ameritrade, Inc.left Nov 30, 2017, registered Oct 26, 2018 (330 days) · Other
- Msi Financial Services, Inc. to Foresters Equity Services, Inc.left Jul 27, 2016, registered Feb 6, 2017 (194 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
- National broker-dealer RIAderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address