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Advisor at MERIT FINANCIAL ADVISORS
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 | Jul 28, 2026 | n/a | yes | ALPHARETTA, GA | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Dec 15, 2023 | Jun 25, 2025 | no | Chicago, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | MERIT FINANCIAL ADVISORS | Jun 25, 2025 | Jul 28, 2026 | 398 | Firm change | Wirehouse to ibd |