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RIA / WealthAdvisor30 years in industry

GERARD JOSEPH LONGO

Advisor at MERIT FINANCIAL ADVISORS

Canonsburg, PA | Naples, FL | ALPHARETTA, GA

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Search this name across graphsid dfx:ria:6b036ea9-817a-8e46-6c3f-4e943ad89e51

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Dec 11, 2008 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: Dec 8, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Dec 8, 1995
First registration: Dec 11, 2008
Dual registered: no
IAPD individual key: 2671781

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	Aug 18, 2025	n/a	yes	ALPHARETTA, GA\|Naples, FL\|Canonsburg, PA	Current employment
GLOBAL WEALTH ADVISORS	n/a	Jan 3, 2024	Jan 2, 2026	no	Canonsburg, PA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Mar 12, 2021	Aug 20, 2025	no	Canonsburg, PA\|Estero, FL	Previous registration
OAKMONT CAPITAL MANAGEMENT, LLC	Other adviser	Apr 22, 2010	Mar 18, 2021	no	OAKMONT, PA	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Dec 11, 2008	Apr 20, 2010	no	PITTSBURGH, PA	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
GLOBAL WEALTH ADVISORS	MERIT FINANCIAL ADVISORS	Jan 2, 2026	Aug 18, 2025	-137	Firm change after gap	Other
COMMONWEALTH FINANCIAL NETWORK	GLOBAL WEALTH ADVISORS	Aug 20, 2025	Jan 3, 2024	-595	Firm change after gap	Other
OAKMONT CAPITAL MANAGEMENT, LLC	COMMONWEALTH FINANCIAL NETWORK	Mar 18, 2021	Mar 12, 2021	-6	Firm change	RIA to ibd
OPPENHEIMER & CO. INC.	OAKMONT CAPITAL MANAGEMENT, LLC	Apr 20, 2010	Apr 22, 2010	2	Firm change	Other

Relationships

Registered with (5)

→ MERIT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Aug 18, 2025 to presentfactForm ADV
→ GLOBAL WEALTH ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2024 to Jan 2, 2026factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Mar 12, 2021 to Aug 20, 2025factForm ADV
→ OAKMONT CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 22, 2010 to Mar 18, 2021factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Dec 11, 2008 to Apr 20, 2010factForm ADV

Dated events

Occurred
Jan 2, 2026
Advisor changed firm
Gerard Joseph Longo left Global Wealth Advisors for Merit Financial Advisors (registered 2025-08-18)
Form ADVobserved 5 days ago
Occurred
Aug 20, 2025
Advisor changed firm
Gerard Joseph Longo left Commonwealth Financial Network for Global Wealth Advisors (registered 2024-01-03)
Form ADVobserved 5 days ago