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 Meritage Portfolio 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Philip Martin Cole | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Meritage Portfolio Management, Inc. independent RIA | Wirehouse to independent RIA | Aug 26, 2022 | Aug 29, 2022 |
| Melissa Trujillo | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Meritage Portfolio Management, Inc. independent RIA | Wirehouse to independent RIA | Aug 19, 2021 | Aug 20, 2021 |
| Ryan Anthony Chiaverini | Creative Planning other | Meritage Portfolio Management, Inc. independent RIA | Other | Sep 18, 2017 | Jun 27, 2018 (282 d) |
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3 moves match.