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.

Current firm

MERIT FINANCIAL ADVISORS

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 30, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jan 30, 1997

First registration

Aug 13, 2002

Dual registered

no

Other names

SKIP LEE

IAPD individual key

2836975

• Occurred

  Jan 24, 2025
  Advisor changed firm

  Chester William Lee left Pillar Wealth Management Co. for Merit Financial Advisors (registered 2025-01-24)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0f6e3912-1705-e4be-b174-db40fea29890

First observed

Aug 13, 2002

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.