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 Wealth Management, LLC

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
Patricia Morgenthal BreezeAccurate Wealth Management, LLC independent RIAMeridian Wealth Management, LLC independent RIARIA to RIAMar 16, 2026Mar 16, 2026
Shawn Mitchell DefoeIntegrity Ria, LLC independent RIAMeridian Wealth Management, LLC independent RIARIA to RIADec 31, 2025Nov 12, 2025
Jackie Lynn GoulasIntegrity Ria, LLC independent RIAMeridian Wealth Management, LLC independent RIARIA to RIADec 31, 2025Jan 5, 2026
Jordan Mark WilsonRobert W. Baird & Co. Incorporated mixed wealthMeridian Wealth Management, LLC independent RIARIA to RIAJul 20, 2025Jul 21, 2025
David Ethan FurmanskiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMeridian Wealth Management, LLC independent RIAWirehouse to independent RIAOct 3, 2024Oct 18, 2024
Brycen Noel CowardLido independent RIAMeridian Wealth Management, LLC independent RIARIA to RIAAug 28, 2024Jun 28, 2024
Baigin Thiel ReynoldsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMeridian Wealth Management, LLC independent RIAWirehouse to independent RIAMar 20, 2024Mar 18, 2024
David K LundgrenUnited Capital Financial Advisors BD affiliatedMeridian Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 27, 2023Sep 28, 2023
Bruce Douglas Ward JrUnited Capital Financial Advisors BD affiliatedMeridian Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 27, 2023Sep 28, 2023
Chase Thomas GelardiUnited Capital Financial Advisors BD affiliatedMeridian Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 27, 2023Sep 28, 2023
Sergio Villa OrtizUnited Capital Financial Advisors BD affiliatedMeridian Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 27, 2023Sep 28, 2023
Shawn Anthony BestTci Wealth Advisors, Inc. independent RIAMeridian Wealth Management, LLC independent RIARIA to RIAOct 2, 2023Sep 28, 2023
Paul Gerald HodgeNorthwestern Mutual Investment Services,LLC no RAUMMeridian Wealth Management, LLC independent RIAOtherSep 8, 2023Aug 24, 2023
Mark Keith KebodeauxFirst Financial Securities Of America, Inc. unclassifiedMeridian Wealth Management, LLC independent RIAOtherMay 22, 2023Oct 10, 2023 (141 d)
Peter Sutton McfarlandUBS Financial Services Inc. wirehouseMeridian Wealth Management, LLC independent RIAWirehouse to independent RIAMar 6, 2023Feb 23, 2023
Jeremy Michael ChaseUBS Financial Services Inc. wirehouseMeridian Wealth Management, LLC independent RIAWirehouse to independent RIAMar 6, 2023Feb 24, 2023
Lauren Ashely HazardUBS Financial Services Inc. wirehouseMeridian Wealth Management, LLC independent RIAWirehouse to independent RIAMar 6, 2023Feb 24, 2023
Jessica Marie BarnesUBS Financial Services Inc. wirehouseMeridian Wealth Management, LLC independent RIAWirehouse to independent RIAMar 6, 2023Feb 24, 2023
Andrew T O'SullivanEdward Jones national BDMeridian Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 3, 2022Oct 5, 2022
Christopher Michael ReaganPruco Securities, LLC BD affiliatedMeridian Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2022Aug 29, 2022 (104 d)
Carmen Moss HodnettSouthport Capital independent RIAMeridian Wealth Management, LLC independent RIARIA to RIAMay 16, 2022May 11, 2022
Henry Joseph LessnerSouthport Capital independent RIAMeridian Wealth Management, LLC independent RIARIA to RIAMay 16, 2022May 3, 2022
Manita Ho MoranSouthport Capital independent RIAMeridian Wealth Management, LLC independent RIARIA to RIAMay 16, 2022May 2, 2022
Darold Charles BrooksSouthport Capital independent RIAMeridian Wealth Management, LLC independent RIARIA to RIAMay 16, 2022May 17, 2022
David Glen DowellRussell Capital Management, LLC independent RIAMeridian Wealth Management, LLC independent RIARIA to RIANov 12, 2020Oct 6, 2020
Justin George SautterRussell Capital Management, LLC independent RIAMeridian Wealth Management, LLC independent RIARIA to RIANov 12, 2020Sep 22, 2020
William Nathan ParkeyPanoptic Financial Group, LLC unclassifiedMeridian Wealth Management, LLC independent RIAOtherFeb 20, 2020Feb 25, 2020
Mary Kathryn LockwoodMorgan Stanley wirehouseMeridian Wealth Management, LLC independent RIAWirehouse to independent RIAFeb 10, 2020Jan 30, 2020
Robert Jerome BouhlSterling Financial Group, Ltd. unclassifiedMeridian Wealth Management, LLC otherOtherMar 28, 2017Feb 1, 2017
Suzanne Andrea PowellWells Fargo Advisors wirehouseMeridian Wealth Management, LLC otherOtherNov 21, 2016Nov 19, 2016
Tyler Scott BaileyMorgan Stanley wirehouseMeridian Wealth Management, LLC otherOtherFeb 1, 2016Jan 14, 2016
Richard Randall CloudTrinity Investment Advisors otherMeridian Wealth Management, LLC independent RIAOtherDec 31, 2015Nov 7, 2025 (3599 d)
Chrysantha Sophia ClarkAdvice And Planning Services otherMeridian Wealth Management, LLC otherOtherApr 21, 2015May 19, 2015
Leslie S RionAdvice And Planning Services otherMeridian Wealth Management, LLC otherOtherMar 11, 2015Apr 3, 2015
Matthew Lawrence StockhamLexington Investment Company, Inc. unclassifiedMeridian Wealth Management, LLC otherOtherMar 6, 2015Mar 6, 2015
Lynne Ann WitmerOne Wealth Map, LLC no RAUMMeridian Wealth Management, LLC independent RIAOtherJan 22, 2015May 3, 2022 (2658 d)
William Tyler MontellOsaic Wealth, Inc. otherMeridian Wealth Management, LLC otherOtherFeb 7, 2014Feb 11, 2014
Richard F BroadbentDupree Financial Group, LLC otherMeridian Wealth Management, LLC independent RIAOtherAug 1, 2012Apr 21, 2021 (3185 d)
Gregory Wayne CouchMorgan Keegan & Company, LLC otherMeridian Wealth Management, LLC otherOtherNov 6, 2009Nov 6, 2009
Abraham Louis KawajaLexington Investment Company, Inc. unclassifiedMeridian Wealth Management, LLC otherOtherJul 6, 2006May 19, 2016 (3605 d)
Ruben Guillermo FernandezRBC Capital Markets, LLC national BDMeridian Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 16, 2006Aug 21, 2020 (5180 d)
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41 moves match.