Meghan Donna Ide

3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-06-09

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	04/2019	05/2021
Northern Trust	Chicago	IL	06/2018	03/2019
William Blair & Company	Chicago	IL	06/2017	08/2017
Lehigh University	Bethlehem	PA	05/2014	06/2018
Private Capital Management	Denver	CO	06/2023	06/2025
Unemployed	Denver	CO	02/2023	06/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Denver	CO	06/2021	08/2022
Auric Capital Partners	Denver	CO	09/2022	02/2023
Crusonia Wealth Advisors	Denver	CO	06/2025	Present

04/2019 → 05/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
06/2018 → 03/2019

Northern Trust

Chicago, IL
06/2017 → 08/2017

William Blair & Company

Chicago, IL
05/2014 → 06/2018

Lehigh University

Bethlehem, PA
06/2023 → 06/2025

Private Capital Management

Denver, CO
02/2023 → 06/2023

Unemployed

Denver, CO
06/2021 → 08/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Denver, CO
09/2022 → 02/2023

Auric Capital Partners

Denver, CO
06/2025 → Present

Crusonia Wealth Advisors

Denver, CO

2023-06-26 → 2025-06-16

Southstate Private Capital Management Llc

Columbia, SC
2022-09-09 → 2023-02-24

Sanctuary Advisors, Llc

Denver, CO
2021-04-06 → 2022-09-12

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Denver, CO

Chicago, IL

New York, NY

Chicago, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-02