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 Meristem Family 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.

AdvisorFromToTypeLeftRegistered
Andrew Alan OhmanMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAAug 30, 2022Jun 1, 2022
Charles Joseph MaxwellMeristem Family Wealth independent RIASargent Management Co no RAUMOtherJun 2, 2022Nov 26, 2014
Patrick Ryan ReganMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
James Michael RobbinsMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
Renay Helen HendersonMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
Jon Kenneth CrowMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 9, 2022
James Paul SiorisMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
Anne Catherine NovakMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
Patrick Spencer SieringMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
David John LegusMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 7, 2022
Thomas Charles PellMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
Phillip Jeffrey StrohmMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
Ryan Mark SiewertMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
Gregory Joseph LaughlinMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
Camille VukodinovichMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
Brent Michael MeyerMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
Daniel Steven KambeitzMeristem Family Wealth independent RIACresset Asset Management, LLC independent RIARIA to RIAJun 2, 2022Jun 1, 2022
Nancy Marie HughesMeristem Family Wealth otherBe Financial Wealth Management, LLC unclassifiedOtherNov 16, 2016Jan 3, 2017 (48 d)
David Christopher KerberMeristem Family Wealth otherRobert W. Baird & Co. Incorporated otherOtherMay 6, 2015Oct 15, 2015 (162 d)
Jon David KennedyMeristem Family Wealth otherWaypoint Capital Advisors, LLC otherOtherApr 29, 2015May 8, 2015
Mark Arthur PlettsMeristem Family Wealth otherWaypoint Capital Advisors, LLC otherOtherFeb 18, 2015May 5, 2015 (76 d)
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21 moves match.