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 Capital Management Group, 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 |
|---|---|---|---|---|---|
| Joseph Francis Strancar | Meridian Capital Management Group, Inc. independent RIA | Beese Fulmer Private Wealth Management independent RIA | RIA to RIA | Jun 30, 2025 | Jul 2, 2025 |
| Bradley James Fergason | Meridian Capital Management Group, Inc. independent RIA | Beese Fulmer Private Wealth Management independent RIA | RIA to RIA | Jun 30, 2025 | Jul 2, 2025 |
| Peter Laakso | Meridian Capital Management Group, Inc. independent RIA | Priority Investment Management LLC state registered | RIA to a state-registered adviser | Nov 8, 2024 | Nov 1, 2024 |
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3 moves match.