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 Partners, 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 |
|---|---|---|---|---|---|
| Garrett Scott Smith | Equitable Advisors, LLC national BD | Meridian Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 4, 2020 | Feb 28, 2020 |
| Daniel J Mccusker | Hj Wealth Management LLC other | Meridian Wealth Partners, LLC other | Other | Dec 7, 2017 | Apr 6, 2017 |
| Brian Timothy Kohute | Hj Wealth Management LLC other | Meridian Wealth Partners, LLC other | Other | Dec 7, 2017 | Apr 10, 2017 |
| Heather Tracey | Hj Wealth Management LLC other | Meridian Wealth Partners, LLC other | Other | Dec 7, 2017 | Apr 6, 2017 |
| Paul Kenneth Kingston | Great Valley Advisor Group, LLC other | Meridian Wealth Partners, LLC other | Other | Apr 11, 2017 | Apr 6, 2017 |
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5 moves match.