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.
Feed of 09/14/2026
Also filed as Mei Wang
At current firm
1 y
since Jun 13, 2025
In the industry
11 y
since Aug 1, 2015 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Dcm Advisors, LLC other currentsince Jun 13, 2025 · New York, Ny
- Sb Advisory, LLC independent RIAMay 8, 2024 to Oct 9, 2024 · Atlanta, Ga
- Morgan Stanley wirehouseJun 21, 2017 to Mar 28, 2024 · Waltham, Ma
Moves
a registration end followed by a registration begin elsewhere
- Sb Advisory, LLC to Dcm Advisors, LLCleft Oct 9, 2024, registered Jun 13, 2025 (247 days) · Other
- Morgan Stanley to Sb Advisory, LLCleft Mar 28, 2024, registered May 8, 2024 (41 days) · Wirehouse to independent RIA
Signals
- Mei Wang Davidson left Sb Advisory, Llc for Dcm Advisors, Llc (registered 2025-06-13)Oct 9, 2024 · Advisor changed firm · fact
- Mei Wang Davidson left Morgan Stanley for Sb Advisory, Llc (registered 2024-05-08)Mar 28, 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
- Other adviserderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address