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

Arrivals at Meeder Asset Management, 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.

AdvisorFromToTypeLeftRegistered
John Jason ClickMeeder Advisory Services, Inc. independent RIAMeeder Asset Management, Inc. otherOtherMay 10, 2021Dec 11, 2009
Chris Joseph EngelAdvisors Capital Management, LLC independent RIAMeeder Asset Management, Inc. otherOtherMay 14, 2019Jul 31, 2019 (78 d)
Joseph R. MaulJ.P. Morgan Securities LLC wirehouseMeeder Asset Management, Inc. otherOtherSep 27, 2018Jun 5, 2019 (251 d)
Paul Barclay GeigerOrion Portfolio Solutions, LLC independent RIAMeeder Asset Management, Inc. otherOtherAug 3, 2018Jul 30, 2019 (361 d)
Michael Frederick SaraulloForesters Advisory Services, LLC BD affiliatedMeeder Asset Management, Inc. asset managerOtherAug 1, 2018Jan 30, 2019 (182 d)
Daniel Patrick OtooleHorizon Investments LLC otherMeeder Asset Management, Inc. otherOtherOct 20, 2017Jul 10, 2019 (628 d)
Robert Ralph BrownNationwide Investment Advisors, LLC otherMeeder Asset Management, Inc. otherOtherFeb 2, 2017Jul 31, 2019 (909 d)
Timothy Harmon IrwinMontage Investments, LLC otherMeeder Asset Management, Inc. otherOtherMay 10, 2016Jan 5, 2018 (605 d)
Christopher Collin BrightFifth Third Securities, Inc. otherMeeder Asset Management, Inc. otherOtherJul 13, 2015Feb 17, 2017 (585 d)
Angelo ManzoHightower Advisors, LLC otherMeeder Asset Management, Inc. otherOtherJun 29, 2015Mar 6, 2017 (616 d)
Ronald Douglas SalaLincoln Investment otherMeeder Asset Management, Inc. otherOtherOct 28, 2014Jun 16, 2010
Robert Bradley MillerMeeder Advisory Services, Inc. otherMeeder Asset Management, Inc. otherOtherApr 1, 2011Oct 1, 2010
Brian E BiehlMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMeeder Asset Management, Inc. otherOtherOct 12, 2010Jan 10, 2011 (90 d)
Ronald Douglas SalaMeeder Advisory Services, Inc. otherMeeder Asset Management, Inc. otherOtherJun 15, 2010Jun 14, 2010
Aaron Brandon AdkinsNationwide Investment Advisors, LLC otherMeeder Asset Management, Inc. otherOtherDec 7, 2009Mar 6, 2017 (2646 d)
Joseph Andrew ZarrMeeder Advisory Services, Inc. otherMeeder Asset Management, Inc. otherOtherNov 2, 2009Oct 15, 1999
Erik J PedersenChase Investment Services Corp. otherMeeder Asset Management, Inc. otherOtherDec 6, 2005Sep 30, 2011 (2124 d)
Ted Thomas ClarkEquitable Advisors, LLC national BDMeeder Asset Management, Inc. otherOtherFeb 11, 2003May 1, 2017 (5193 d)
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18 moves match.