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Advisor at MERIT FINANCIAL ADVISORS
ALPHARETTA, GA | Pasadena, CA
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 |
|---|---|---|---|---|---|---|
| MERIT FINANCIAL ADVISORS | Bd affiliated wealth | Aug 3, 2026 | n/a | yes | Pasadena, CA|ALPHARETTA, GA | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Aug 26, 2025 | Aug 3, 2026 | no | PASADENA, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 21, 2023 | Jun 30, 2025 | no | Northridge, CA|NEW YORK, NY|NORTHRIDGE, CA|NORTHRIDGE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | MERIT FINANCIAL ADVISORS | Aug 3, 2026 | Aug 3, 2026 | 0 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | COMMONWEALTH FINANCIAL NETWORK | Jun 30, 2025 | Aug 26, 2025 | 57 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8032:142457:CA:2026-08-03 | Aug 3, 2026 | Aug 3, 2026 | PASADENA, CA | Firm change |