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 Meyers 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Martin Matthew Meyers | Wells Fargo Advisors wirehouse | Meyers Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jan 25, 2018 | Jan 17, 2018 |
| Robert David Meyers | Wells Fargo Advisors wirehouse | Meyers Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 2, 2017 | Nov 7, 2017 |
| Karen Elizabeth Kehres | Wells Fargo Advisors wirehouse | Meyers Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Oct 23, 2017 | Oct 27, 2017 |
| Matthew David Meyers | Wells Fargo Advisors wirehouse | Meyers Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Oct 20, 2017 | Oct 18, 2017 |
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4 moves match.