DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner22 years in industry

Sarah Mouser

Advisor at MERIT FINANCIAL ADVISORS

ALPHARETTA, GA | FAIRFAX, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1bdf0877-c1d3-0b8d-726c-d0c60970f727

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jun 4, 2007 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Apr 8, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S66
First exam: Apr 8, 2004
First registration: Jun 4, 2007
Dual registered: no
Other names: SARAH G. BOYD|SARAH GRACE BOYD|SARAH GRACE MOUSER
IAPD individual key: 4701517

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERIT FINANCIAL ADVISORS	Bd affiliated wealth	Apr 8, 2026	n/a	yes	FAIRFAX, VA\|ALPHARETTA, GA	Current employment
VERDENCE CAPITAL ADVISORS, LLC	Independent wealth	Mar 3, 2025	Apr 8, 2026	no	HUNT VALLEY, MD\|Alexandria, VA	Previous registration
CASSADAY & COMPANY, INC.	Independent wealth	Jun 23, 2023	Feb 10, 2025	no	MCLEAN, VA	Previous registration
SAVANT WEALTH MANAGEMENT	Independent wealth	Jun 30, 2012	Jul 11, 2014	no	MCLEAN, VA\|ROCKFORD, IL	Previous registration
SAGEVEST WEALTH MANAGEMENT	Independent wealth	Mar 14, 2011	Aug 16, 2011	no	MCLEAN, VA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jun 4, 2007	Feb 28, 2011	no	GLEN ALLEN , VA\|GLEN ALLEN, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VERDENCE CAPITAL ADVISORS, LLC	MERIT FINANCIAL ADVISORS	Apr 8, 2026	Apr 8, 2026	0	Firm change	RIA to ibd
CASSADAY & COMPANY, INC.	VERDENCE CAPITAL ADVISORS, LLC	Feb 10, 2025	Mar 3, 2025	21	Firm change	RIA to RIA
SAVANT WEALTH MANAGEMENT	CASSADAY & COMPANY, INC.	Jul 11, 2014	Jun 23, 2023	3,269	Firm change after gap	Other
SAGEVEST WEALTH MANAGEMENT	SAVANT WEALTH MANAGEMENT	Aug 16, 2011	Jun 30, 2012	319	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	SAGEVEST WEALTH MANAGEMENT	Feb 28, 2011	Mar 14, 2011	14	Firm change	Other

Relationships

Registered with (6)

→ MERIT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Apr 8, 2026 to presentfactForm ADV
→ VERDENCE CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 3, 2025 to Apr 8, 2026factForm ADV
→ CASSADAY & COMPANY, INC.Registered adviserregistration: previous registration
Jun 23, 2023 to Feb 10, 2025factForm ADV
→ SAVANT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 30, 2012 to Jul 11, 2014factForm ADV
→ SAGEVEST WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 14, 2011 to Aug 16, 2011factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jun 4, 2007 to Feb 28, 2011factForm ADV

Dated events

Occurred
Apr 8, 2026
Advisor changed firm
Sarah Mouser left Verdence Capital Advisors, Llc for Merit Financial Advisors (registered 2026-04-08)
Form ADVobserved 6 days ago
Occurred
Feb 10, 2025
Advisor changed firm
Sarah Mouser left Cassaday & Company, Inc. for Verdence Capital Advisors, Llc (registered 2025-03-03)
Form ADVobserved 6 days ago