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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

BRAD LYNN CAST

Advisor at MERIT FINANCIAL ADVISORS

Alpharetta, GA | ALPHARETTA, GA

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Search this name across graphsid dfx:ria:2da671f1-b6f1-5005-37e2-4e78ad3a2441

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Sep 9, 2011 to Sep 14, 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: Jan 14, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66|S65
First exam: Jan 14, 2000
First registration: Sep 9, 2011
Dual registered: yes, broker-dealer
Other names: BRAD CAST
IAPD individual key: 3231725

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	Nov 15, 2017	n/a	yes	ALPHARETTA, GA\|Alpharetta, GA	Current employment
STRATOS WEALTH PARTNERS, LTD	Bd affiliated wealth	Feb 25, 2013	Oct 31, 2017	no	ATLANTA, GA	Previous registration
LIFESTYLE PLANNING SOLUTIONS, LLC	Former SEC adviser	Jul 10, 2012	Nov 20, 2018	no	ATLANTA, GA\|ALPHARETTA, GA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 8, 2012	Oct 28, 2015	no	ATLANTA, GA\|SAN DIEGO, CA\|ATLANTA, GA\|ALPHARETTA, GA\|ROSWELL, GA	Previous registration
COMMERCE WEALTH ADVISERS, LLC	Former SEC adviser	Sep 9, 2011	May 8, 2012	no	ATLANTA, GA	Previous registration
BILTMORE CAPITAL ADVISORS	Former SEC adviser	Sep 9, 2011	Jun 4, 2012	no	BOCA RATON, FL	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
LIFESTYLE PLANNING SOLUTIONS, LLC	STRATOS WEALTH PARTNERS, LTD	Nov 20, 2018	Feb 25, 2013	-2,094	Firm change after gap	Other
STRATOS WEALTH PARTNERS, LTD	MERIT FINANCIAL ADVISORS	Oct 31, 2017	Nov 15, 2017	15	Firm change	Other
LPL FINANCIAL LLC	LIFESTYLE PLANNING SOLUTIONS, LLC	Oct 28, 2015	Jul 10, 2012	-1,205	Firm change after gap	Other
BILTMORE CAPITAL ADVISORS	LPL FINANCIAL LLC	Jun 4, 2012	May 8, 2012	-27	Firm change	Other
COMMERCE WEALTH ADVISERS, LLC	BILTMORE CAPITAL ADVISORS	May 8, 2012	Sep 9, 2011	-242	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
153184:142457:GA:2017-10-31	Oct 31, 2017	Nov 15, 2017	ATLANTA, GA	Firm change

Relationships

Registered with (6)

→ MERIT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Nov 15, 2017 to presentfactForm ADV
→ LIFESTYLE PLANNING SOLUTIONS, LLCRegistered adviserregistration: previous registration
Jul 10, 2012 to Nov 20, 2018factForm ADV
→ STRATOS WEALTH PARTNERS, LTDRegistered adviserregistration: previous registration
Feb 25, 2013 to Oct 31, 2017factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 8, 2012 to Oct 28, 2015factForm ADV
→ BILTMORE CAPITAL ADVISORSRegistered adviserregistration: previous registration
Sep 9, 2011 to Jun 4, 2012factForm ADV
→ COMMERCE WEALTH ADVISERS, LLCRegistered adviserregistration: previous registration
Sep 9, 2011 to May 8, 2012factForm ADV

Dated events

No dated event names this entity yet.