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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

M••••••• H•••• M••••

R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedWinston Salem, Nc dual registrantIAPD 6602188

Feed of 09/14/2026

Also filed as Meg M••••

At current firm

0 y

since Jan 16, 2026

In the industry

10 y

since Jan 1, 2016 (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

R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated current
since Jan 16, 2026 · Saint Petersburg, Fl
R•••••• J•••• • A••••••••• I••• national BD
Jun 20, 2024 to Dec 31, 2025 · St. Petersburg, Fl
T••••• A••••••• S•••••••• I••• BD affiliated
Jan 4, 2024 to Jun 3, 2024 · High Point, Nc
M••••• S•••••• wirehouse
May 23, 2022 to Jan 4, 2024 · Winston-Salem, Nc
T••••• A••••••• S•••••••• I••• BD affiliated
Feb 17, 2021 to May 16, 2022 · Atlanta, Ga
B••• S••••••••• L•• former
Jan 2, 2018 to Feb 17, 2021 · Winston-Salem, Nc
B••• I••••••••• S•••••••• I••• former
Aug 31, 2016 to Jan 2, 2018 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

R•••••• J•••• • A••••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Dec 31, 2025, registered Jan 16, 2026 (16 days) · corporate re-registration, not a move
T••••• A••••••• S•••••••• I••• to R•••••• J•••• • A••••••••• I•••
left Jun 3, 2024, registered Jun 20, 2024 (17 days) · Affiliated broker-dealer or bank to another
M••••• S•••••• to T••••• A••••••• S•••••••• I•••
left Jan 4, 2024, registered Jan 4, 2024 (0 days) · Wirehouse to affiliated broker-dealer or bank
T••••• A••••••• S•••••••• I••• to M••••• S••••••
left May 16, 2022, registered May 23, 2022 (7 days) · Affiliated broker-dealer or bank to wirehouse
B••• S••••••••• L•• to T••••• A••••••• S•••••••• I•••
left Feb 17, 2021, registered Feb 17, 2021 (0 days) · corporate re-registration, not a move
B••• I••••••••• S•••••••• I••• to B••• S••••••••• L••
left Jan 2, 2018, registered Jan 2, 2018 (0 days) · corporate re-registration, not a move

Signals

M••••••• H•••• M•••• left T••••• A••••••• S•••••••• I••• for R•••••• J•••• • A••••••••• I••• (registered 2024-06-20)
Jun 3, 2024 · Advisor changed firm · fact
M••••••• H•••• M•••• left M••••• S•••••• for T••••• A••••••• S•••••••• I••• (registered 2024-01-04)
Jan 4, 2024 · Advisor changed firm · fact
M••••••• H•••• M•••• left T••••• A••••••• S•••••••• I••• for M••••• S•••••• (registered 2022-05-23)
May 16, 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address