DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MERIT FINANCIAL ADVISORS
FRISCO, TX | 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 | Nov 2, 2017 | n/a | yes | ALPHARETTA, GA|FRISCO, TX | Current employment |
| STRATOS WEALTH PARTNERS, LTD | Bd affiliated wealth | Jun 2, 2014 | Oct 31, 2017 | no | FRISCO, TX|FRISCO, TX | Previous registration |
| FORTITUDE ADVISORY GROUP L.L.C. | Independent wealth | Apr 10, 2012 | Apr 25, 2014 | no | GIG HARBOR, WA | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Jul 6, 2011 | Jan 30, 2012 | no | DALLAS, TX | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jul 15, 2009 | Nov 17, 2009 | no | Dallas, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATOS WEALTH PARTNERS, LTD | MERIT FINANCIAL ADVISORS | Oct 31, 2017 | Nov 2, 2017 | 2 | Firm change | Other |
| FORTITUDE ADVISORY GROUP L.L.C. | STRATOS WEALTH PARTNERS, LTD | Apr 25, 2014 | Jun 2, 2014 | 38 | Firm change | Other |
| NFP ADVISOR SERVICES, LLC | FORTITUDE ADVISORY GROUP L.L.C. | Jan 30, 2012 | Apr 10, 2012 | 71 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | NFP ADVISOR SERVICES, LLC | Nov 17, 2009 | Jul 6, 2011 | 596 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 153184:142457:TX:2017-10-31 | Oct 31, 2017 | Nov 2, 2017 | FRISCO, TX | Firm change |