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

Adam Meidenbauer

SeiaBD affiliatedCleveland, Oh dual registrantIAPD 6090174

Certified Financial Planner

Feed of 09/14/2026

Also filed as Adam Michael Meidenbauer

At current firm

2 y

since Jun 25, 2024

In the industry

14 y

since Jun 1, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Seia BD affiliated current
since Jun 25, 2024 · Los Angeles, Ca
Cedar Brook Group former
Sep 19, 2022 to Jul 1, 2024 · Cleveland, Oh
Cadaret Grant & Co Inc former
Sep 7, 2022 to Jun 17, 2024 · Cleveland, Oh
Charles Schwab & Co., Inc. national BD
Mar 17, 2014 to Aug 11, 2022 · Richfield, Oh

Moves

a registration end followed by a registration begin elsewhere

Cedar Brook Group to Seia
left Jul 1, 2024, registered Jun 25, 2024 (-6 days) · RIA to affiliated broker-dealer or bank · moved with a team
Cadaret Grant & Co Inc to Cedar Brook Group
left Jun 17, 2024, registered Sep 19, 2022 (-637 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Charles Schwab & Co., Inc. to Cadaret Grant & Co Inc
left Aug 11, 2022, registered Sep 7, 2022 (27 days) · Affiliated broker-dealer or bank to another

Signals

Adam Meidenbauer left Cedar Brook Group for Seia (registered 2024-06-25)
Jul 1, 2024 · Advisor changed firm · fact
Adam Meidenbauer left Cadaret Grant & Co Inc for Cedar Brook Group (registered 2022-09-19)
Jun 17, 2024 · Advisor changed firm · fact
Adam Meidenbauer left Charles Schwab & Co., Inc. for Cadaret Grant & Co Inc (registered 2022-09-07)
Aug 11, 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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address