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 Meld Financial, 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
Matthew Douglas GenslerCapstone Investment Financial Group, LLC independent RIAMeld Financial, Inc. independent RIARIA to RIANov 5, 2024Sep 21, 2020
Tonya Jean WilliamsRaymond James Financial Services Advisors, Inc BD affiliatedMeld Financial, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 7, 2022Aug 31, 2022 (55 d)
Blake W MayMML Investors Services, LLC BD affiliatedMeld Financial, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 5, 2018Jun 12, 2020 (585 d)
Tami Wyrosdick McdonaldSynovus Securities, Inc. otherMeld Financial, Inc. otherOtherApr 19, 2017May 8, 2017
Michael John GuilsherLanark Financial, Inc. otherMeld Financial, Inc. otherOtherMar 6, 2014Mar 7, 2014
William Drake ConnorRonald Blue & Co., LLC otherMeld Financial, Inc. independent RIAOtherNov 12, 2010Sep 23, 2020 (3603 d)
Darryl Wayne BryantCambridge Investment Research Advisors, Inc. otherMeld Financial, Inc. otherOtherJun 3, 2009Aug 20, 2009 (78 d)
Dwight Heidelberg ReynoldsCitigroup Global Markets Inc. otherMeld Financial, Inc. otherOtherFeb 12, 2009Feb 13, 2009
Darryl Wayne BryantOsaic Wealth, Inc. otherMeld Financial, Inc. otherOtherOct 11, 2002Jan 30, 2004 (476 d)
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9 moves match.