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Advisor at MERIT FINANCIAL ADVISORS
ALPHARETTA, GA | Alpharetta, GA
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 | Jun 16, 2015 | n/a | yes | Alpharetta, GA|ALPHARETTA, GA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 2, 2013 | Sep 8, 2016 | no | ALPHARETTA, GA|FORT MILL, SC|INLET BEACH, FL|ALPHARETTA, GA|DAVIDSON, NC|ALPHARETTA, GA|ATLANTA, GA|ROSWELL, GA | Previous registration |
| FINANCIAL TELESIS, INC. | Former SEC adviser | Feb 8, 2013 | Nov 27, 2013 | no | SAN RAFAEL, CA|ALPHARETTA, GA | Previous registration |
| PARSONEX ADVISORY SERVICES, INC. | Independent wealth | Apr 30, 2012 | Feb 8, 2013 | no | ENGLEWOOD, CO | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | May 18, 2011 | no | Atlanta, GA|ATLANTA, GA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Mar 4, 2008 | Jun 1, 2009 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | MERIT FINANCIAL ADVISORS | Sep 8, 2016 | Jun 16, 2015 | -450 | Firm change after gap | Other |
| FINANCIAL TELESIS, INC. | LPL FINANCIAL LLC | Nov 27, 2013 | Dec 2, 2013 | 5 | Firm change | Other |
| PARSONEX ADVISORY SERVICES, INC. | FINANCIAL TELESIS, INC. | Feb 8, 2013 | Feb 8, 2013 | 0 | Firm change | Other |
| MORGAN STANLEY | PARSONEX ADVISORY SERVICES, INC. | May 18, 2011 | Apr 30, 2012 | 348 | Firm change | Wirehouse to new firm |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |