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 Meridian Investment Advisors, 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
Bradley J BolinSchwab Wealth Advisory, Inc. no RAUMMeridian Investment Advisors, Inc. independent RIAOtherMar 19, 2026Jun 8, 2026 (81 d)
Madeline Grace SpeckmanSanctuary Advisors, LLC BD affiliatedMeridian Investment Advisors, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJan 21, 2026Jan 21, 2026
Michael Richard WernerJ.P. Morgan Securities LLC wirehouseMeridian Investment Advisors, Inc. independent RIAWirehouse to independent RIAApr 19, 2018Apr 18, 2018
Keith Bartley AllenNfp Advisor Services, LLC otherMeridian Investment Advisors, Inc. independent RIAOtherJun 16, 2015Apr 22, 2021 (2137 d)
Ted Leroy SpurgeonTernion Advisors unclassifiedMeridian Investment Advisors, Inc. otherOtherFeb 19, 2013Feb 13, 2013
Michael Robert BurleyMeridian Wealth Advisors, Inc. unclassifiedMeridian Investment Advisors, Inc. otherOtherApr 18, 2008May 2, 2008
Robert Michael CurryMeridian Wealth Advisors, Inc. unclassifiedMeridian Investment Advisors, Inc. otherOtherApr 18, 2008May 2, 2008
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7 moves match.