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Advisor at MERIT FINANCIAL ADVISORS
Meriden, KS | Lawrence, KS | Overland Park, KS | Topeka, KS | Salina, KS | 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 | Jan 9, 2026 | n/a | yes | Lawrence, KS|Topeka, KS|Salina, KS|Overland Park, KS|ALPHARETTA, GA|Meriden, KS | Current employment |
| WEALTHCARE ADVISORY PARTNERS LLC | Bd affiliated wealth | Sep 11, 2020 | Feb 25, 2026 | no | WEST CHESTER, PA|Lawrence, KS | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Oct 25, 2019 | Sep 17, 2020 | no | IRVING, TX | Previous registration |
| 1ST GLOBAL ADVISORS INC | Former SEC adviser | Jan 15, 2019 | Oct 25, 2019 | no | TOPEKA, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHCARE ADVISORY PARTNERS LLC | MERIT FINANCIAL ADVISORS | Feb 25, 2026 | Jan 9, 2026 | -47 | Firm change after gap | RIA to RIA |
| AVANTAX ADVISORY SERVICES | WEALTHCARE ADVISORY PARTNERS LLC | Sep 17, 2020 | Sep 11, 2020 | -6 | Firm change | Ibd to RIA |
| 1ST GLOBAL ADVISORS INC | AVANTAX ADVISORY SERVICES | Oct 25, 2019 | Oct 25, 2019 | 0 | Bulk transfer | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 171976:142457:KS:2026-02-25 | Feb 25, 2026 | Jan 9, 2026 | LAWRENCE, KS | Firm change after gap |
| 104556:171976:TX:2020-09-15 | Sep 17, 2020 | Sep 11, 2020 | IRVING, TX | Firm change |