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 6 Meridian 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Timothy John Lynch | Keebeck Wealth Management independent RIA | 6 Meridian LLC independent RIA | RIA to RIA | Feb 25, 2021 | May 18, 2021 (82 d) |
| Jordan M Swisher | Creative Planning independent RIA | 6 Meridian LLC independent RIA | RIA to RIA | Sep 16, 2020 | Oct 6, 2020 |
| Stephanie Christina Murphy | Morgan Stanley wirehouse | 6 Meridian LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 19, 2016 | Sep 9, 2016 |
| Andrew John Mies | Morgan Stanley wirehouse | 6 Meridian LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 19, 2016 | Sep 9, 2016 |
| Denice Renea Robinson | Morgan Stanley wirehouse | 6 Meridian LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 19, 2016 | Sep 9, 2016 |
| Bryan Scott Green | Morgan Stanley wirehouse | 6 Meridian LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 19, 2016 | Sep 9, 2016 |
| Margaret Ann Dechant | Morgan Stanley wirehouse | 6 Meridian LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 19, 2016 | Sep 9, 2016 |
| Amanda Joy Maier | Morgan Stanley wirehouse | 6 Meridian LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 19, 2016 | Sep 9, 2016 |
| Sarah Jean Hampton | Morgan Stanley wirehouse | 6 Meridian LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 19, 2016 | Sep 9, 2016 |
| Ammie Dianne Weidner | Morgan Stanley wirehouse | 6 Meridian LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 19, 2016 | Sep 9, 2016 |
| Trevor Lawerence Phillippi | Morgan Stanley wirehouse | 6 Meridian LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 19, 2016 | Sep 9, 2016 |
| Thomas Henry Kirk | Morgan Stanley wirehouse | 6 Meridian LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 19, 2016 | Sep 9, 2016 |
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12 moves match.