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 Meredith Wealth Planning
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 |
|---|---|---|---|---|---|
| Richard Scott Wimmer | Silicon Hills Wealth Management independent RIA | Meredith Wealth Planning independent RIA | RIA to RIA | Oct 19, 2022 | Nov 8, 2022 |
| Zachary John Joiner | Archford Capital Strategies, LLC independent RIA | Meredith Wealth Planning independent RIA | RIA to RIA | Feb 9, 2021 | Jul 13, 2021 (154 d) |
| Mark Thomas Meredith | Raymond James Financial Services Advisors, Inc BD affiliated | Meredith Wealth Planning independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 6, 2019 | Mar 6, 2019 |
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3 moves match.