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.

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

May 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 4, 2016

First registration

Mar 29, 2016

Dual registered

yes, broker-dealer

IAPD individual key

6496993

• Occurred

  Dec 19, 2022
  Advisor changed firm

  Adam Ryan Smith left Asteria Wealth Llc for Merit Financial Advisors (registered 2022-12-21)

  Form ADVobserved 6 days ago
• Occurred

  Dec 19, 2022
  Advisor changed firm

  Adam Ryan Smith left Kalos Management for Asteria Wealth Llc (registered 2019-10-17)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:44b65978-2edb-6d10-93a0-421290fdf2d0

First observed

Mar 29, 2016

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.