DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MERIT FINANCIAL ADVISORS
Spokane, WA | 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 | Mar 23, 2026 | n/a | yes | ALPHARETTA, GA|Spokane, WA | Current employment |
| T. ROWE PRICE ASSOCIATES, INC. | Asset manager | Apr 17, 2024 | Mar 24, 2026 | no | San Francisco, CA | Previous registration |
| BLACKROCK FUND ADVISORS | Asset manager | Sep 27, 2010 | Dec 23, 2014 | no | SAN FRANCISCO, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Sep 13, 2010 | no | WALNUT CREEK, CA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Mar 17, 2009 | Jun 1, 2009 | no | WALNUT CREEK, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| T. ROWE PRICE ASSOCIATES, INC. | MERIT FINANCIAL ADVISORS | Mar 24, 2026 | Mar 23, 2026 | -1 | Firm change | Other |
| BLACKROCK FUND ADVISORS | T. ROWE PRICE ASSOCIATES, INC. | Dec 23, 2014 | Apr 17, 2024 | 3,403 | Firm change after gap | Other |
| MORGAN STANLEY | BLACKROCK FUND ADVISORS | Sep 13, 2010 | Sep 27, 2010 | 14 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |