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.

Advisor moves

Departures from Meeder Asset Management, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Michael Frederick SaraulloMeeder Asset Management, Inc. otherSummit Financial, LLC BD affiliatedOtherApr 9, 2024Apr 5, 2024
Ryan C JohnsonMeeder Asset Management, Inc. otherSummit Financial, LLC BD affiliatedOtherApr 9, 2024Apr 5, 2024
John Michael MillerMeeder Asset Management, Inc. otherSummit Financial, LLC BD affiliatedOtherApr 9, 2024Apr 5, 2024
Aaron Brandon AdkinsMeeder Asset Management, Inc. otherMeeder Advisory Services, Inc. independent RIAOtherSep 20, 2023Mar 18, 2024 (180 d)
Ted Thomas ClarkMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. independent RIAOtherMay 12, 2021May 4, 2018
Paul Barclay GeigerMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. independent RIAOtherMay 10, 2021May 10, 2021
Daniel GardinerMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. independent RIAOtherMay 10, 2021Jun 9, 2020
Daniel Patrick OtooleMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. independent RIAOtherMay 7, 2021May 7, 2021
Chris Joseph EngelMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. independent RIAOtherMay 7, 2021May 7, 2021
James Francis AgasarMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. independent RIAOtherMay 7, 2021May 7, 2021
Joseph R. MaulMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. independent RIAOtherMay 7, 2021May 7, 2021
Ross EmrickMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. independent RIAOtherMay 7, 2021May 7, 2021
Daniel Paul MessmerMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. independent RIAOtherMay 7, 2021May 7, 2021
Angelo ManzoMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. independent RIAOtherMay 5, 2021May 5, 2021
Robert Ralph BrownMeeder Asset Management, Inc. asset managerWorld Investment Advisors, LLC institutionalOtherJun 15, 2020May 19, 2023 (1068 d)
Alana M GaitherMeeder Asset Management, Inc. otherT. Rowe Price Associates, Inc. asset managerOtherDec 11, 2019Feb 10, 2020 (61 d)
Quay DixonMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. otherOtherFeb 6, 2019Oct 1, 2012
Christopher Collin BrightMeeder Asset Management, Inc. otherAlpha Financial Planning, Inc. unclassifiedOtherMar 7, 2017Mar 25, 2017
Ronald Douglas SalaMeeder Asset Management, Inc. otherMeeder Advisory Services, Inc. otherOtherDec 2, 2016Jun 16, 2010
Brian E BiehlMeeder Asset Management, Inc. otherMeeder Advisory Services, Inc. otherOtherDec 4, 2014Jan 19, 2011
Erik J PedersenMeeder Asset Management, Inc. otherMeeder Advisory Services, Inc. otherOtherJan 3, 2013Sep 30, 2011
Stephen Clay HolmesMeeder Asset Management, Inc. otherMeeder Advisory Services, Inc. otherOtherNov 13, 2012Jun 17, 2010
Robert Bradley MillerMeeder Asset Management, Inc. otherMorgan Keegan & Company, LLC otherOtherApr 1, 2011Jun 8, 2011 (68 d)
Ronald Douglas SalaMeeder Asset Management, Inc. otherLincoln Investment otherOtherJun 15, 2010Jun 15, 2010
Joseph Andrew ZarrMeeder Asset Management, Inc. otherCitigroup Global Markets Inc. otherOtherNov 3, 2009Jun 28, 2006
Eric Steven MillerMeeder Asset Management, Inc. otherMeeder Advisory Services, Inc. otherOtherJan 18, 2008Oct 15, 1999
Seth Michael LewisMeeder Asset Management, Inc. otherMeeder Advisory Services, Inc. otherOtherNov 10, 2006Oct 11, 2002
Page 1 of 1
27 moves match.