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 Meyer Capital Group
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Thomas Clarence Meyer | Meyer Capital Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2023 | Aug 24, 2023 |
| Michael Joseph Howley | Meyer Capital Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2023 | Aug 17, 2023 |
| Kenneth William Bradshaw | Meyer Capital Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2023 | Sep 6, 2023 |
| Marianne Rullo | Meyer Capital Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2023 | Aug 24, 2023 |
| Danielle Kaye Margulis | Meyer Capital Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2023 | Sep 6, 2023 |
| Christopher Paleologus | Meyer Capital Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2023 | Aug 15, 2023 |
| Thomas P Meyer | Meyer Capital Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2023 | Aug 15, 2023 |
| Marc Ryan Meyer | Meyer Capital Group independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 28, 2023 | Aug 15, 2023 |
| Bhumi Shah | Meyer Capital Group other | Vanguard Advisers, Inc. other | Other | Sep 29, 2016 | May 30, 2017 (243 d) |
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9 moves match.