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
Meghan Donna Ide
Feed of 09/14/2026
Also filed as Meghan Ide
At current firm
1 y
since Jun 9, 2025
In the industry
12 y
since May 1, 2014 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Crusonia Wealth Advisors LLC independent RIA currentsince Jun 9, 2025 · Denver, Co
- Southstate Private Capital Management LLC otherJun 26, 2023 to Jun 16, 2025 · Columbia, Sc
- Sanctuary Advisors, LLC BD affiliatedSep 9, 2022 to Feb 24, 2023 · Denver, Co
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseApr 6, 2021 to Sep 12, 2022 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Southstate Private Capital Management LLC to Crusonia Wealth Advisors LLCleft Jun 16, 2025, registered Jun 9, 2025 (-7 days) · RIA to RIA · moved with a team
- Sanctuary Advisors, LLC to Southstate Private Capital Management LLCleft Feb 24, 2023, registered Jun 26, 2023 (122 days) · Affiliated broker-dealer or bank to independent RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Sanctuary Advisors, LLCleft Sep 12, 2022, registered Sep 9, 2022 (-3 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Meghan Donna Ide left Southstate Private Capital Management Llc for Crusonia Wealth Advisors Llc (registered 2025-06-09)Jun 16, 2025 · Advisor changed firm · fact
- Meghan Donna Ide left Sanctuary Advisors, Llc for Southstate Private Capital Management Llc (registered 2023-06-26)Feb 24, 2023 · Advisor changed firm · fact
- Meghan Donna Ide left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Sanctuary Advisors, Llc (registered 2022-09-09)Sep 12, 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
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address