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Advisor at MERIT FINANCIAL ADVISORS
ALPHARETTA, GA | Chicago, IL
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 | Nov 14, 2025 | n/a | yes | Chicago, IL|ALPHARETTA, GA | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Mar 2, 2012 | Nov 17, 2025 | no | WALTHAM, MA|CHICAGO, IL|Sarasota, FL | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Dec 18, 2003 | Mar 6, 2012 | no | BANNOCKBURN, IL|Deerfield, IL | Previous registration |
| NEW ENGLAND SECURITIES CORPORATION | Former SEC adviser | Nov 7, 2001 | Dec 3, 2003 | no | NORTHBROOK, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | MERIT FINANCIAL ADVISORS | Nov 17, 2025 | Nov 14, 2025 | -3 | Firm change | Ibd to RIA |
| SECURIAN FINANCIAL SERVICES, INC. | COMMONWEALTH FINANCIAL NETWORK | Mar 6, 2012 | Mar 2, 2012 | -4 | Firm change | Other |
| NEW ENGLAND SECURITIES CORPORATION | SECURIAN FINANCIAL SERVICES, INC. | Dec 3, 2003 | Dec 18, 2003 | 15 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8032:142457:FL:2025-11-17 | Nov 17, 2025 | Nov 14, 2025 | SARASOTA, FL | Firm change |