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 Meche And Associates 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.

AdvisorFromToTypeLeftRegistered
Austin Dulaney SchutzCapital Analysts BD affiliatedMeche And Associates LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserNov 11, 2025Dec 16, 2025 (35 d)
Ramona V BellardHibernia Wealth Partners, LLC independent RIAMeche And Associates LLC state registeredRIA to a state-registered adviserJan 10, 2024Dec 19, 2024 (344 d)
Kevin Anthony BlanchardImpact Partnership Wealth, LLC independent RIAMeche And Associates LLC state registeredRIA to a state-registered adviserMar 3, 2023Feb 3, 2023
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3 moves match.