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 Meira Wealth
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 |
|---|---|---|---|---|---|
| Clinton Daniel Mccalla | Meira Wealth independent RIA | Wedmont Private Capital independent RIA | RIA to RIA | May 19, 2026 | May 4, 2026 |
| Philip Herzberg | Meira Wealth independent RIA | Team Hewins, LLC independent RIA | RIA to RIA | Aug 9, 2021 | Aug 12, 2021 |
| Clinton Daniel Mccalla | Meira Wealth other | Wealth Planning Company Of Texas unclassified | Other | Sep 23, 2016 | Dec 15, 2016 (83 d) |
| Elaine King Fuentes | Meira Wealth other | We Family Offices other | Other | Jan 27, 2012 | Dec 9, 2013 (682 d) |
| Alan Jason Whitby | Meira Wealth other | Investor Solutions other | Other | Dec 9, 2008 | Feb 15, 2008 |
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5 moves match.