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 Meira Wealth
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 |
|---|---|---|---|---|---|
| Catalina Maria Franco-Cicero | Savvy independent RIA | Meira Wealth independent RIA | RIA to RIA | Jun 18, 2026 | Jun 23, 2026 |
| Clinton Daniel Mccalla | Hightower Advisors, LLC BD affiliated | Meira Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2023 | Oct 3, 2023 |
| Rubina Kakli Hossain | Raymond James Financial Services Advisors, Inc BD affiliated | Meira Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 29, 2021 | Nov 23, 2021 |
| Deborah Ann Badillo | Cetera Advisors LLC other | Meira Wealth independent RIA | Other | Sep 20, 2017 | May 9, 2019 (596 d) |
| Philip Herzberg | United Capital Financial Advisors other | Meira Wealth other | Other | Oct 21, 2014 | Jan 27, 2015 (98 d) |
| Clinton Daniel Mccalla | D.R. Saur Financial, Inc. other | Meira Wealth other | Other | Jan 6, 2014 | Jul 9, 2014 (184 d) |
| Linda Lubitz Boone | Mosaic Financial Partners, Inc. other | Meira Wealth independent RIA | Other | Jun 14, 2011 | Jan 1, 2026 (5315 d) |
Page 1 of 1
7 moves match.