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 Wealth Management, LLC

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
Jessica Marie BarnesMeridian Wealth Management, LLC independent RIAThoroughbred Financial Services, LLC independent RIARIA to RIAMay 6, 2026Jun 10, 2026 (35 d)
Robert John McalisterMeridian Wealth Management, LLC independent RIAFoundry Financial LLC independent RIARIA to RIAFeb 7, 2025Feb 12, 2025
Andrew T O'SullivanMeridian Wealth Management, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankNov 18, 2024Nov 15, 2024
Mary Kathryn LockwoodMeridian Wealth Management, LLC independent RIAParagon Private Wealth Management LLC independent RIARIA to RIASep 21, 2023Jan 1, 2026 (833 d)
William Nathan ParkeyMeridian Wealth Management, LLC independent RIAAdvocacy Wealth Management, LLC independent RIARIA to RIAJan 31, 2023Sep 16, 2024 (594 d)
John Todd Clinton ClemonsMeridian Wealth Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 26, 2020Sep 1, 2021 (310 d)
Chris Edward BradyMeridian Wealth Management, LLC independent RIABlvd Private Wealth, LLC independent RIARIA to RIAAug 20, 2020Nov 14, 2022 (816 d)
Chrysantha Sophia ClarkMeridian Wealth Management, LLC independent RIAPillar Financial Advisors, LLC independent RIARIA to RIASep 19, 2019Sep 23, 2019
Anthony Craig DavisMeridian Wealth Management, LLC otherReliable Municipal Advisors, LLC state registeredOtherMay 22, 2015Mar 14, 2016 (297 d)
Brett Douglas DavisMeridian Wealth Management, LLC otherReliable Municipal Advisors, LLC state registeredOtherMay 22, 2015Mar 14, 2016 (297 d)
William Nathan ParkeyMeridian Wealth Management, LLC otherCouncil Settlement Group unclassifiedOtherDec 1, 2011Sep 12, 2013 (651 d)
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11 moves match.