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

Meshan Antoinette Smith

Cetera Investment Advisers LLCBD affiliatedBrentwood, Tndual registrantIAPD 6071293

Feed of 09/14/2026

Also filed as Meshan Antoinette Johnson

At current firm

0 y

since Aug 25, 2026

In the industry

15 y

since May 1, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cetera Investment Advisers LLC BD affiliated current
since Aug 25, 2026 · Brentwood, Tn
Independent Financial Group, LLC BD affiliated
Oct 28, 2022 to Jul 6, 2026 · Brentwood, Tn
Osaic Wealth, Inc. BD affiliated
Dec 3, 2020 to Nov 1, 2022 · Brentwood, Tn
Fifth Third Securities, Inc. BD affiliated
Jan 30, 2017 to Dec 18, 2020 · Monroe, Nc

Moves

a registration end followed by a registration begin elsewhere

Independent Financial Group, LLC to Cetera Investment Advisers LLC
left Jul 6, 2026, registered Aug 25, 2026 (50 days) · Affiliated broker-dealer or bank to another
Osaic Wealth, Inc. to Independent Financial Group, LLC
left Nov 1, 2022, registered Oct 28, 2022 (-4 days) · Affiliated broker-dealer or bank to another · moved with a team
Fifth Third Securities, Inc. to Osaic Wealth, Inc.
left Dec 18, 2020, registered Dec 3, 2020 (-15 days) · Affiliated broker-dealer or bank to another

Signals

Meshan Antoinette Smith left Independent Financial Group, Llc for Cetera Investment Advisers Llc (registered 2026-08-25)
Jul 6, 2026 · Advisor changed firm · fact
Meshan Antoinette Smith left Osaic Wealth, Inc. for Independent Financial Group, Llc (registered 2022-10-28)
Nov 1, 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: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address