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
Tanya Rebekah MathewsMeridian Wealth Management LLC independent RIALPL Financial LLC independent RIARIA to RIAMar 16, 2023Feb 22, 2023
Richard Nelson MowerMeridian Wealth Management LLC independent RIALPL Financial LLC independent RIARIA to RIAMar 16, 2023Feb 22, 2023
Richard Eric WeintraubMeridian Wealth Management LLC independent RIALPL Financial LLC independent RIARIA to RIAMar 16, 2023Feb 22, 2023
Warren PrenticeMeridian Wealth Management LLC independent RIALPL Financial LLC independent RIARIA to RIAMar 16, 2023Feb 23, 2023
Wendy Sue HalingstadMeridian Wealth Management LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 21, 2021Jul 15, 2021
Page 1 of 1
5 moves match.