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 Advisory Services, 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
Amy Jill KaufmanMeeder Advisory Services, Inc. independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 7, 2026Apr 15, 2026
Daniel Patrick OtooleMeeder Advisory Services, Inc. independent RIASimplicity Wealth mixed wealthRIA to RIAFeb 3, 2026Mar 20, 2026 (45 d)
Christopher Cody HolbrookMeeder Advisory Services, Inc. independent RIAFisher Investments independent RIARIA to RIAOct 7, 2025Oct 17, 2025
Aaron Brandon AdkinsMeeder Advisory Services, Inc. independent RIAHamilton Capital independent RIARIA to RIAAug 4, 2025Mar 2, 2026 (210 d)
Paul Barclay GeigerMeeder Advisory Services, Inc. independent RIAWindsor Advisory Group, LLC independent RIARIA to RIAJul 15, 2025Jul 22, 2025
Daniel Paul MessmerMeeder Advisory Services, Inc. independent RIAMessmer Capital Advisors LLC independent RIARIA to RIAJul 15, 2024Jul 10, 2024
Joseph Michael KellyMeeder Advisory Services, Inc. independent RIAGlobal Retirement Partners LLC institutionalOtherMar 18, 2024Dec 13, 2023
Christopher Layton BarlowMeeder Advisory Services, Inc. independent RIAEnvestnet Pmc independent RIARIA to RIAJan 8, 2024Jan 17, 2025 (375 d)
James Francis AgasarMeeder Advisory Services, Inc. independent RIASei Investments Management Corp otherOtherJun 28, 2023Jan 8, 2024 (194 d)
Daniel Sylvester LissMeeder Advisory Services, Inc. independent RIACetera Advisor Networks LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2022Jan 30, 2023 (62 d)
Ross EmrickMeeder Advisory Services, Inc. independent RIABny Mellon Advisors, Inc. independent RIARIA to RIANov 22, 2022Jan 5, 2023 (44 d)
Daniel GardinerMeeder Advisory Services, Inc. independent RIACetera Advisor Networks LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 16, 2022Jun 13, 2022
Ryan David ByrneMeeder Advisory Services, Inc. independent RIAAssetmark, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 15, 2021Dec 22, 2021 (37 d)
Joseph R. MaulMeeder Advisory Services, Inc. independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankJun 28, 2021Jul 15, 2021
John Jason ClickMeeder Advisory Services, Inc. independent RIAMeeder Asset Management, Inc. otherOtherMay 10, 2021Dec 11, 2009
Quay DixonMeeder Advisory Services, Inc. independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 6, 2019Apr 12, 2019 (65 d)
Ronald Douglas SalaMeeder Advisory Services, Inc. otherLincoln Investment otherOtherDec 2, 2016Jan 23, 2017 (52 d)
Brian E BiehlMeeder Advisory Services, Inc. otherQuestar Asset Management, Inc. otherOtherDec 4, 2014Apr 20, 2016 (503 d)
Erik J PedersenMeeder Advisory Services, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 3, 2013Mar 21, 2013 (77 d)
Stephen Clay HolmesMeeder Advisory Services, Inc. otherGreen Investment Management, Inc. otherOtherNov 13, 2012Dec 4, 2012
Robert Bradley MillerMeeder Advisory Services, Inc. otherMeeder Asset Management, Inc. otherOtherApr 1, 2011Oct 1, 2010
Ronald Douglas SalaMeeder Advisory Services, Inc. otherMeeder Asset Management, Inc. otherOtherJun 15, 2010Jun 14, 2010
Joseph Andrew ZarrMeeder Advisory Services, Inc. otherMeeder Asset Management, Inc. otherOtherNov 2, 2009Oct 15, 1999
Eric Steven MillerMeeder Advisory Services, Inc. otherEconologics Financial Advisors otherOtherJun 4, 2008Dec 19, 2008 (198 d)
Seth Michael LewisMeeder Advisory Services, Inc. otherNationwide Investment Services Corporation unclassifiedOtherNov 10, 2006Nov 15, 2006
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25 moves match.