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
Megan Rene Roper
Feed of 09/14/2026
Also filed as Megan Daylor
At current firm
4 y
since Jan 25, 2022
In the industry
11 y
since Aug 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
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 25, 2022 · Lone Tree, Co
- Charles Schwab Investment Advisory, Inc formerNov 5, 2021 to Jan 25, 2022 · Lone Tree, Co
- Fidelity Personal And Workplace Advisors formerJul 17, 2020 to Oct 4, 2021 · Sunnyvale, Ca
- Charles Schwab & Co., Inc. national BDOct 31, 2017 to Jul 15, 2020 · Lone Tree, Co
Moves
a registration end followed by a registration begin elsewhere
- Charles Schwab Investment Advisory, Inc to Charles Schwab & Co., Inc.left Jan 25, 2022, registered Jan 25, 2022 (0 days) · channel change inside one enterprise, not a move · moved with a team
- Fidelity Personal And Workplace Advisors to Charles Schwab Investment Advisory, Incleft Oct 4, 2021, registered Nov 5, 2021 (32 days) · Affiliated broker-dealer or bank to another
- Charles Schwab & Co., Inc. to Fidelity Personal And Workplace Advisorsleft Jul 15, 2020, registered Jul 17, 2020 (2 days) · Affiliated broker-dealer or bank to another · moved with a team
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