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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Michael Merk

Advisor at WESBANCO SECURITIES, INC.

Jeffersonville, IN | Sissonville, WV

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Search this name across graphsid dfx:ria:228b4b2d-b254-13c3-a1ae-cd300056ccf8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 11, 2015 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: WESBANCO SECURITIES, INC.
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: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 11, 2015
First registration: Dec 11, 2015
Dual registered: yes, broker-dealer
Other names: MICHAEL JOHN MERK|MICHAEL MERK
IAPD individual key: 6534684

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
WESBANCO SECURITIES, INC.	Bd affiliated wealth	Jun 10, 2026	n/a	yes	Jeffersonville, IN\|Sissonville, WV	Current employment
ALLY INVEST ADVISORS	Independent wealth	Oct 11, 2021	Mar 26, 2026	no	CHARLOTTE, NC\|CHARLOTTE, NC\|Corydon, IN\|Elizabeth, IN	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jan 27, 2020	Mar 12, 2020	no	COVINGTON, KY	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jan 11, 2018	Aug 17, 2018	no	Fort Worth, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jan 11, 2018	Aug 17, 2018	no	Westlake, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Dec 11, 2015	Feb 14, 2017	no	Indianapolis, IN\|Reston, VA\|Tysons Corner, VA\|Lone Tree, CO	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
ALLY INVEST ADVISORS	WESBANCO SECURITIES, INC.	Mar 26, 2026	Jun 10, 2026	76	Firm change	RIA to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	ALLY INVEST ADVISORS	Mar 12, 2020	Oct 11, 2021	578	Firm change after gap	Ibd to RIA
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Aug 17, 2018	Jan 11, 2018	-218	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Aug 17, 2018	Jan 27, 2020	528	Firm change after gap	RIA to ibd
CHARLES SCHWAB & CO., INC.	TD AMERITRADE, INC.	Feb 14, 2017	Jan 11, 2018	331	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7870:111514:TX:2018-08-07	Aug 17, 2018	Jan 11, 2018	WESTLAKE, TX	Firm change after gap

Relationships

Registered with (6)

→ WESBANCO SECURITIES, INC.Registered adviserregistration: current employment
Jun 10, 2026 to presentfactForm ADV
→ ALLY INVEST ADVISORSRegistered adviserregistration: previous registration
Oct 11, 2021 to Mar 26, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jan 27, 2020 to Mar 12, 2020factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 11, 2018 to Aug 17, 2018factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jan 11, 2018 to Aug 17, 2018factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Dec 11, 2015 to Feb 14, 2017factForm ADV

Dated events

Occurred
Mar 26, 2026
Advisor changed firm
Michael Merk left Ally Invest Advisors for Wesbanco Securities, Inc. (registered 2026-06-10)
Form ADVobserved 6 days ago