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 Meritage Portfolio 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Mark Everett Eveans | Meritage Portfolio Management, Inc. independent RIA | Captrust institutional | Other | Mar 23, 2026 | Feb 24, 2026 |
| James Milgram Klein | Meritage Portfolio Management, Inc. independent RIA | Captrust institutional | Other | Mar 23, 2026 | Feb 11, 2026 |
| Melissa Trujillo | Meritage Portfolio Management, Inc. independent RIA | Captrust institutional | Other | Mar 23, 2026 | Feb 11, 2026 |
| Ryan Anthony Chiaverini | Meritage Portfolio Management, Inc. independent RIA | Captrust institutional | Other | Mar 23, 2026 | Feb 9, 2026 |
| Philip Martin Cole | Meritage Portfolio Management, Inc. independent RIA | Captrust institutional | Other | Mar 23, 2026 | Feb 5, 2026 |
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5 moves match.