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Advisor at MERIT FINANCIAL ADVISORS
ALPHARETTA, GA | Lewisville, TX
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 15, 2025 | n/a | yes | ALPHARETTA, GA|Lewisville, TX | Current employment |
| GLOBAL WEALTH ADVISORS | n/a | Jun 5, 2024 | Jan 2, 2026 | no | LEWISVILLE, TX | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Jan 2, 2024 | Aug 20, 2025 | no | Lewisville, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL WEALTH ADVISORS | MERIT FINANCIAL ADVISORS | Jan 2, 2026 | Aug 15, 2025 | -140 | Firm change after gap | Other |
| COMMONWEALTH FINANCIAL NETWORK | GLOBAL WEALTH ADVISORS | Aug 20, 2025 | Jun 5, 2024 | -441 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 147800:142457:TX:2026-01-02 | Jan 2, 2026 | Aug 15, 2025 | LEWISVILLE, TX | Firm change after gap |
| 8032:147800:TX:2025-08-15 | Aug 20, 2025 | Jun 5, 2024 | LEWISVILLE, TX | Firm change after gap |