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.

Current firm

OMNI 360 WEALTH, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Apr 1, 2022

First registration

Jan 19, 2023

Dual registered

no

IAPD individual key

7363363

• Occurred

  Feb 7, 2025
  Advisor changed firm

  Ronald Edward Mcintire left Merit Financial Advisors for Omni 360 Wealth, Inc. (registered 2025-05-05)

  Form ADVobserved 6 days ago
• Occurred

  Jun 13, 2023
  Advisor changed firm

  Ronald Edward Mcintire left Tfg Wealth Management, Llc for Merit Financial Advisors (registered 2023-04-03)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:826bdce2-bb5a-66be-8003-50e3458d519e

First observed

Jan 19, 2023

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.