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 Counsel, 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 |
|---|---|---|---|---|---|
| Christopher Cooper Young | Young Pensions, LLC unclassified | Meridian Investment Counsel, Inc. other | Other | Dec 31, 2012 | Jul 29, 2013 (210 d) |
| Anita Singh | Hc Financial Advisors Inc other | Meridian Investment Counsel, Inc. independent RIA | Other | Apr 23, 2012 | Jun 22, 2022 (3712 d) |
| John Gregory Kerns | Sdr Capital Management, Inc. unclassified | Meridian Investment Counsel, Inc. other | Other | Apr 13, 2005 | Mar 29, 2005 |
| Nancy Woodall | Sdr Capital Management, Inc. unclassified | Meridian Investment Counsel, Inc. other | Other | Sep 14, 2004 | Sep 15, 2004 |
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4 moves match.