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

Rebecca Elizabeth Meats

Apforiaindependent RIAVirginia Beach, Va IA-onlyIAPD 7092772

Personal Financial Specialist

Feed of 09/14/2026

Also filed as Rebecca Elizabeth Dalenberg

At current firm

2 y

since Jan 4, 2024

In the industry

11 y

since Oct 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Apforia independent RIA current
since Jan 4, 2024 · La Center, Wa
Independent Progressive Advisors, LLC former
Dec 6, 2022 to Jan 8, 2024 · Portland, Or
Warga Asset Management unclassified
Sep 4, 2022 to Sep 30, 2022 · Lacenter, Wa
Rem Financial Planning unclassified
Jul 31, 2019 to Mar 29, 2024 · Lacenter, Wa

Moves

a registration end followed by a registration begin elsewhere

Rem Financial Planning to Warga Asset Management
left Mar 29, 2024, registered Sep 4, 2022 (-572 days) · Other
Independent Progressive Advisors, LLC to Apforia
left Jan 8, 2024, registered Jan 4, 2024 (-4 days) · RIA to RIA
Warga Asset Management to Independent Progressive Advisors, LLC
left Sep 30, 2022, registered Dec 6, 2022 (67 days) · Other

Signals

Rebecca Elizabeth Meats left Rem Financial Planning for Warga Asset Management (registered 2022-09-04)
Mar 29, 2024 · Advisor changed firm · fact
Rebecca Elizabeth Meats left Independent Progressive Advisors, Llc for Apforia (registered 2024-01-04)
Jan 8, 2024 · Advisor changed firm · fact
Rebecca Elizabeth Meats left Warga Asset Management for Independent Progressive Advisors, Llc (registered 2022-12-06)
Sep 30, 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address