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Registered advisor
A••••• A•••••
Feed of 09/14/2026
Also filed as A••••• Meriah A•••••
At current firm
0 y
since May 19, 2026
In the industry
12 y
since Jul 9, 2014 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- W•••• F•••• A••••••• wirehouse currentsince Aug 13, 2026 · Roseville, Ca
- W•••• F•••• A••••••• wirehouse currentsince May 19, 2026 · Roseville, Ca
- M••••• S•••••• wirehouseSep 5, 2023 to May 11, 2026 · Roseville, Ca
- E•••••• C•••••• M••••••••• L•• formerSep 28, 2016 to Sep 5, 2023 · Roseville, Ca
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to W•••• F•••• A•••••••left May 11, 2026, registered May 19, 2026 (8 days) · Wirehouse to wirehouse · moved with a team
- E•••••• C•••••• M••••••••• L•• to M••••• S••••••left Sep 5, 2023, registered Sep 5, 2023 (0 days) · corporate re-registration, not a move
Signals
- A••••• A••••• left M••••• S•••••• for W•••• F•••• A••••••• (registered 2026-05-19)May 11, 2026 · 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
- Wirehousederived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address