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 Meridian Investment Advisors, 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 |
|---|---|---|---|---|---|
| Ted Leroy Spurgeon | Meridian Investment Advisors, Inc. other | Pruco Securities, LLC BD affiliated | Other | Mar 10, 2015 | Nov 15, 2023 (3172 d) |
| Peter Daniel Walkey | Meridian Investment Advisors, Inc. other | Cerity Partners Ocio LLC other | Other | May 1, 2012 | Apr 24, 2012 |
| Robert Michael Curry | Meridian Investment Advisors, Inc. other | Cerity Partners Ocio LLC other | Other | May 1, 2012 | Apr 24, 2012 |
| Michael Robert Burley | Meridian Investment Advisors, Inc. other | Meridian Wealth Advisors, Inc. unclassified | Other | Feb 21, 2008 | Feb 15, 2008 |
| Robert Michael Curry | Meridian Investment Advisors, Inc. other | Meridian Wealth Advisors, Inc. unclassified | Other | Feb 21, 2008 | Feb 15, 2008 |
Page 1 of 1
5 moves match.