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 Advisory Services, 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
Daniel Sylvester LissCetera Investment Advisers LLC BD affiliatedMeeder Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 4, 2025Sep 16, 2025
Amy Jill KaufmanCetera Investment Advisers LLC BD affiliatedMeeder Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAFeb 24, 2025Nov 28, 2025 (277 d)
David Joseph PagliaroRussell Investments otherMeeder Advisory Services, Inc. independent RIAOtherDec 26, 2024Jan 26, 2026 (396 d)
Ross EmrickBny Mellon Advisors, Inc. independent RIAMeeder Advisory Services, Inc. independent RIARIA to RIANov 13, 2024Oct 25, 2024
Byul S JheongCrowdstreet Advisors, LLC mixed wealthMeeder Advisory Services, Inc. independent RIARIA to RIAOct 11, 2024Oct 23, 2024
David John BoldgerVoya Investment Management Co. LLC asset managerMeeder Advisory Services, Inc. independent RIAOtherSep 5, 2024Aug 19, 2026 (713 d)
David LienAmeriprise Financial Services, LLC national BDMeeder Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2024Jun 17, 2024 (31 d)
Mikel M ZeidensteinLincoln Investment independent RIAMeeder Advisory Services, Inc. independent RIARIA to RIAFeb 22, 2024Mar 19, 2025 (391 d)
Aaron Brandon AdkinsMeeder Asset Management, Inc. otherMeeder Advisory Services, Inc. independent RIAOtherSep 20, 2023Mar 18, 2024 (180 d)
Christopher Layton BarlowBmo Asset Management Corp. otherMeeder Advisory Services, Inc. independent RIAOtherFeb 4, 2022Jan 24, 2023 (354 d)
Ted Thomas ClarkMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. independent RIAOtherMay 12, 2021May 4, 2018
Paul Barclay GeigerMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. independent RIAOtherMay 10, 2021May 10, 2021
Daniel GardinerMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. independent RIAOtherMay 10, 2021Jun 9, 2020
Daniel Patrick OtooleMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. independent RIAOtherMay 7, 2021May 7, 2021
Chris Joseph EngelMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. independent RIAOtherMay 7, 2021May 7, 2021
James Francis AgasarMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. independent RIAOtherMay 7, 2021May 7, 2021
Joseph R. MaulMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. independent RIAOtherMay 7, 2021May 7, 2021
Ross EmrickMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. independent RIAOtherMay 7, 2021May 7, 2021
Daniel Paul MessmerMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. independent RIAOtherMay 7, 2021May 7, 2021
Angelo ManzoMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. independent RIAOtherMay 5, 2021May 5, 2021
Christopher Cody HolbrookPrincipal Securities, Inc. BD affiliatedMeeder Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMay 21, 2020Sep 24, 2020 (126 d)
Ryan David ByrneOrion Portfolio Solutions, LLC independent RIAMeeder Advisory Services, Inc. independent RIARIA to RIAOct 18, 2019Feb 20, 2020 (125 d)
Quay DixonMeeder Asset Management, Inc. asset managerMeeder Advisory Services, Inc. otherOtherFeb 6, 2019Oct 1, 2012
Ronald Douglas SalaMeeder Asset Management, Inc. otherMeeder Advisory Services, Inc. otherOtherDec 2, 2016Jun 16, 2010
Brian E BiehlMeeder Asset Management, Inc. otherMeeder Advisory Services, Inc. otherOtherDec 4, 2014Jan 19, 2011
Erik J PedersenMeeder Asset Management, Inc. otherMeeder Advisory Services, Inc. otherOtherJan 3, 2013Sep 30, 2011
Stephen Clay HolmesMeeder Asset Management, Inc. otherMeeder Advisory Services, Inc. otherOtherNov 13, 2012Jun 17, 2010
Robert Bradley MillerAssetmark, Inc. otherMeeder Advisory Services, Inc. otherOtherMay 24, 2010Oct 1, 2010 (130 d)
John Jason ClickOne Compass Advisors unclassifiedMeeder Advisory Services, Inc. otherOtherJan 2, 2009Dec 11, 2009 (343 d)
Eric Steven MillerMeeder Asset Management, Inc. otherMeeder Advisory Services, Inc. otherOtherJan 18, 2008Oct 15, 1999
Robert Francis BehanCitizens Advisers, Inc. unclassifiedMeeder Advisory Services, Inc. independent RIAOtherJun 7, 2007Apr 10, 2026 (6882 d)
Seth Michael LewisMeeder Asset Management, Inc. otherMeeder Advisory Services, Inc. otherOtherNov 10, 2006Oct 11, 2002
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32 moves match.