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

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

May 2, 2022

First registration

Jul 7, 2022

Dual registered

yes, broker-dealer

Other names

KUNAL BHARATKUMAR PATEL|Kunal Patel

IAPD individual key

7448425

• Occurred

  Dec 21, 2023
  Advisor changed firm

  Kunal Bharatkumar Patel left United Planners' Financial Services Of America A Limited Partner for Merit Financial Advisors (registered 2023-12-21)

  Form ADVobserved 4 days ago
• Occurred

  Aug 19, 2022
  Advisor changed firm

  Kunal Bharatkumar Patel left Fidelity Personal And Workplace Advisors for United Planners' Financial Services Of America A Limited Partner (registered 2022-09-13)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4f7e4225-f3d4-a297-e475-ae856353dace

First observed

Jul 7, 2022

Last observed

Sep 15, 2026 4 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.