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

Mar 1, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Oct 30, 2008

First registration

May 8, 2013

Dual registered

no

IAPD individual key

5540852

• Occurred

  Aug 12, 2025
  Advisor changed firm

  Joel Daniel Phillips left Fiduciary Services Llc for Merit Financial Advisors (registered 2025-03-14)

  Form ADVobserved 3 days ago
• Occurred

  Mar 14, 2025
  Advisor changed firm

  Joel Daniel Phillips left Sanctuary Wealth Management, Llc for Fiduciary Services Llc (registered 2022-01-10)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1d8dddf3-74aa-abd1-321a-ecbf92a75a93

First observed

May 8, 2013

Last observed

Sep 14, 2026 5 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.