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

Catalina Maria Franco-Cicero

Meira Wealthindependent RIACoral Gables, FlIA-onlyIAPD 6168760

Certified Financial Planner

Feed of 09/14/2026

Also filed as Catalina Maria Franco

At current firm

0 y

since Jun 23, 2026

In the industry

11 y

since Jun 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Meira Wealth independent RIA current
since Jun 23, 2026 · Coral Gables, Fl
Savvy independent RIA
Feb 17, 2026 to Jun 18, 2026 · Pembroke Pines, Fl
Build A Better Financial Future LLC unclassified
Aug 4, 2025 to Feb 23, 2026 · Pembroke Pines, Fl
Tobias Financial Advisors independent RIA
Nov 21, 2017 to Dec 31, 2024 · Plantation, Fl
Fiscal Fitness Clubs former
Sep 21, 2015 to Oct 24, 2017 · Miramar, Fl

Moves

a registration end followed by a registration begin elsewhere

Savvy to Meira Wealth
left Jun 18, 2026, registered Jun 23, 2026 (5 days) · RIA to RIA
Build A Better Financial Future LLC to Savvy
left Feb 23, 2026, registered Feb 17, 2026 (-6 days) · Other
Tobias Financial Advisors to Build A Better Financial Future LLC
left Dec 31, 2024, registered Aug 4, 2025 (216 days) · Other
Fiscal Fitness Clubs to Tobias Financial Advisors
left Oct 24, 2017, registered Nov 21, 2017 (28 days) · Other

Signals

Catalina Maria Franco-Cicero left Savvy for Meira Wealth (registered 2026-06-23)
Jun 18, 2026 · Advisor changed firm · fact
Catalina Maria Franco-Cicero left Build A Better Financial Future Llc for Savvy (registered 2026-02-17)
Feb 23, 2026 · Advisor changed firm · fact
Catalina Maria Franco-Cicero left Tobias Financial Advisors for Build A Better Financial Future Llc (registered 2025-08-04)
Dec 31, 2024 · 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: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address