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RIA / WealthAdvisorCertified Financial Planner22 years in industry

Patrick Richard Noonan

Advisor at MERIT FINANCIAL ADVISORS

ALPHARETTA, GA | Chicago, IL

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Search this name across graphsid dfx:ria:37bd4ae5-e550-82a5-8e69-7e9afbb6725d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 8, 2004 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: 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, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 14, 2004
First registration: Mar 8, 2004
Dual registered: no
IAPD individual key: 4541876

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	Feb 11, 2026	n/a	yes	Chicago, IL\|ALPHARETTA, GA	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Oct 28, 2014	Apr 2, 2019	no	WALTHAM, MA	Previous registration
JANNEY MONTGOMERY SCOTT LLC	Bd affiliated wealth	Sep 19, 2011	Jun 20, 2014	no	DARIEN, CT	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 8, 2006	Sep 22, 2011	no	WESTPORT, CT\|FAIRFIELD, CT\|NEW YORK, NY	Previous registration
ADVEST, INC.	n/a	Mar 8, 2004	Mar 8, 2006	no	WESTPORT, CT	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
COMMONWEALTH FINANCIAL NETWORK	MERIT FINANCIAL ADVISORS	Apr 2, 2019	Feb 11, 2026	2,507	Firm change after gap	Ibd to RIA
JANNEY MONTGOMERY SCOTT LLC	COMMONWEALTH FINANCIAL NETWORK	Jun 20, 2014	Oct 28, 2014	130	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	JANNEY MONTGOMERY SCOTT LLC	Sep 22, 2011	Sep 19, 2011	-3	Firm change	Other
ADVEST, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Mar 8, 2006	Mar 8, 2006	0	Bulk transfer	Other

Relationships

Registered with (5)

→ MERIT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Feb 11, 2026 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Oct 28, 2014 to Apr 2, 2019factForm ADV
→ JANNEY MONTGOMERY SCOTT LLCRegistered adviserregistration: previous registration
Sep 19, 2011 to Jun 20, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 8, 2006 to Sep 22, 2011factForm ADV
→ ADVEST, INC.Registered adviserregistration: previous registration
Mar 8, 2004 to Mar 8, 2006factForm ADV

Dated events

No dated event names this entity yet.