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Advisor at MERIT FINANCIAL ADVISORS
Tulsa, OK | 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 11, 2026 | n/a | yes | ALPHARETTA, GA|Tulsa, OK | Current employment |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Jul 30, 2026 | Aug 6, 2026 | no | GREENWOOD VILLAGE, CO|Jenks, OK | Previous registration |
| EDWARD JONES | National bd RIA | Sep 2, 2025 | Jul 10, 2026 | no | TULSA, OK|Bixby, OK|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | MERIT FINANCIAL ADVISORS | Aug 6, 2026 | Aug 11, 2026 | 5 | Firm change | Ibd to ibd |
| EDWARD JONES | EMPOWER ADVISORY GROUP, LLC | Jul 10, 2026 | Jul 30, 2026 | 20 | Firm change | Ibd to ibd |