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Advisor at MERITED WEALTH, LLC
NORTH BAY VILLAGE, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MERITED WEALTH, LLC | Independent wealth | Feb 16, 2023 | n/a | yes | NORTH BAY VILLAGE, FL | Current employment |
| MONEY CONCEPTS ADVISORY SERVICE | Bd affiliated wealth | Feb 13, 2018 | Feb 9, 2023 | no | PALM BEACH GARDENS, FL|PALM BEACH GARDENS, FL|MIAMI, FL|Wethersfield, CT | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Jul 23, 2015 | Feb 13, 2018 | no | CLEARWATER, FL|MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MONEY CONCEPTS ADVISORY SERVICE | MERITED WEALTH, LLC | Feb 9, 2023 | Feb 16, 2023 | 7 | Firm change | Ibd to RIA |
| INVEST FINANCIAL CORPORATION | MONEY CONCEPTS ADVISORY SERVICE | Feb 13, 2018 | Feb 13, 2018 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 12984:12963:FL:2018-02-13 | Feb 13, 2018 | Feb 13, 2018 | MIAMI, FL | Firm change |