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Advisor at MERIT FINANCIAL ADVISORS
Westfield, NJ | 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 | Aug 14, 2026 | n/a | yes | Westfield, NJ|ALPHARETTA, GA | Current employment |
| CHATHAM WEALTH MANAGEMENT | Independent wealth | May 3, 2024 | Mar 24, 2026 | no | CHATHAM, NJ | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 24, 2019 | Apr 16, 2024 | no | ALLENTOWN, PA|CENTER VALLEY, PA|ALLENTOWN, PA|MACUNGIE, PA|EASTON, PA|ALLENTOWN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHATHAM WEALTH MANAGEMENT | MERIT FINANCIAL ADVISORS | Mar 24, 2026 | Aug 14, 2026 | 143 | Firm change | RIA to ibd |
| WELLS FARGO ADVISORS | CHATHAM WEALTH MANAGEMENT | Apr 16, 2024 | May 3, 2024 | 17 | Firm change | Wirehouse to RIA |