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.
Ronald Edward Mcintire
- Title
- Associate Wealth Advisorreportedomni360advisors.comfirm site, Sep 15, 2026
- Professional profile
- omni360advisors.com/team/ron-mcintirereportedomni360advisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Omni 360 Wealth, Inc. independent RIA currentsince May 5, 2025 · Plainsboro, Nj
- Merit Financial Advisors BD affiliatedApr 3, 2023 to Feb 7, 2025 · Newtown, Pa
- Tfg Wealth Management, LLC formerJan 19, 2023 to Jun 13, 2023 · Newtown, Pa
- Merit Financial Advisors to Omni 360 Wealth, Inc.left Feb 7, 2025, registered May 5, 2025 (87 days) · RIA to RIA
- Tfg Wealth Management, LLC to Merit Financial Advisorsleft Jun 13, 2023, registered Apr 3, 2023 (-71 days) · RIA to RIA · moved with a team
- Ronald Edward Mcintire left Merit Financial Advisors for Omni 360 Wealth, Inc. (registered 2025-05-05)Feb 7, 2025 · Advisor changed firm · fact
- Ronald Edward Mcintire left Tfg Wealth Management, Llc for Merit Financial Advisors (registered 2023-04-03)Jun 13, 2023 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address