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Advisor at MERIT FINANCIAL ADVISORS
Potomac, MD | 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 | Nov 17, 2025 | n/a | yes | Potomac, MD|ALPHARETTA, GA | Current employment |
| TRITONPOINT WEALTH, LLC | Independent wealth | May 22, 2024 | Aug 11, 2025 | no | CHEVY CHASE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRITONPOINT WEALTH, LLC | MERIT FINANCIAL ADVISORS | Aug 11, 2025 | Nov 17, 2025 | 98 | Firm change | RIA to RIA |