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

Meagan Christina Calvert

Stonex Advisors Inc.BD affiliatedSt Petersburg, Fl dual registrantIAPD 6752872

Feed of 09/15/2026

Also filed as Meemee Christina Calvert

At current firm

0 y

since Aug 4, 2026

In the industry

13 y

since Aug 1, 2013 (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

Stonex Advisors Inc. BD affiliated current
since Aug 4, 2026 · Birmingham, Al
UBS Financial Services Inc. wirehouse
Oct 24, 2023 to Jul 22, 2026 · Weehawken, Nj
Cadaret Grant & Co Inc former
Sep 13, 2023 to Sep 29, 2023 · Syracuse, Ny
Cetera Investment Advisers LLC BD affiliated
Oct 10, 2022 to Aug 25, 2023 · Schaumburg, Il
Raymond James & Associates, Inc. national BD
May 19, 2022 to Aug 22, 2022 · St. Petersburg, Fl

Moves

a registration end followed by a registration begin elsewhere

UBS Financial Services Inc. to Stonex Advisors Inc.
left Jul 22, 2026, registered Aug 4, 2026 (13 days) · Wirehouse to affiliated broker-dealer or bank
Cadaret Grant & Co Inc to UBS Financial Services Inc.
left Sep 29, 2023, registered Oct 24, 2023 (25 days) · Affiliated broker-dealer or bank to wirehouse
Cetera Investment Advisers LLC to Cadaret Grant & Co Inc
left Aug 25, 2023, registered Sep 13, 2023 (19 days) · Affiliated broker-dealer or bank to another
Raymond James & Associates, Inc. to Cetera Investment Advisers LLC
left Aug 22, 2022, registered Oct 10, 2022 (49 days) · Affiliated broker-dealer or bank to another

Signals

Meagan Christina Calvert left Ubs Financial Services Inc. for Stonex Advisors Inc. (registered 2026-08-04)
Jul 22, 2026 · Advisor changed firm · fact
Meagan Christina Calvert left Cadaret Grant & Co Inc for Ubs Financial Services Inc. (registered 2023-10-24)
Sep 29, 2023 · Advisor changed firm · fact
Meagan Christina Calvert left Cetera Investment Advisers Llc for Cadaret Grant & Co Inc (registered 2023-09-13)
Aug 25, 2023 · Advisor changed firm · fact
Meagan Christina Calvert left Raymond James & Associates, Inc. for Cetera Investment Advisers Llc (registered 2022-10-10)
Aug 22, 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address