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 Merino Wealth Management
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 |
|---|---|---|---|---|---|
| Ashley Lynn Reiter | Advanced Planning Collective unclassified | Merino Wealth Management state registered | Other | Dec 31, 2025 | Mar 8, 2025 |
| Doralee Grace Meyer | Wellacre Global Wealth Advisors independent RIA | Merino Wealth Management state registered | RIA to a state-registered adviser | Nov 1, 2023 | Jul 6, 2026 (978 d) |
| Jessica Lara Merino | Ic Advisory Services, Inc. BD affiliated | Merino Wealth Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 11, 2022 | Feb 14, 2022 |
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3 moves match.