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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)23 years in industry

KURT WILLIAM WIEGERT

Advisor at MERIT FINANCIAL ADVISORS

Towson, MD | ALPHARETTA, GA

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Search this name across graphsid dfx:ria:93028344-0d6b-49f2-81c9-83d6101401bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 8, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERIT FINANCIAL ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 8, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Mar 18, 2004
First registration: Jul 8, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 3217130

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERIT FINANCIAL ADVISORS	Bd affiliated wealth	Jul 17, 2026	n/a	yes	Towson, MD\|ALPHARETTA, GA	Current employment
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 21, 2016	Jul 21, 2026	no	TOWSON, MD	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Mar 4, 2014	Sep 22, 2016	no	AUSTIN, TX\|TOWSON, MD	Previous registration
FOUNDERS FINANCIAL SECURITIES, LLC	Independent wealth	Aug 3, 2006	Mar 4, 2014	no	TOWSON, MD\|TOWSON, MD	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jul 8, 2003	Aug 7, 2006	no	TIMONIUM, MD\|TOWSON, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
KESTRA ADVISORY SERVICES, LLC	MERIT FINANCIAL ADVISORS	Jul 21, 2026	Jul 17, 2026	-4	Firm change	Ibd to ibd
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2016	Apr 21, 2016	-154	Bulk transfer	Other
FOUNDERS FINANCIAL SECURITIES, LLC	NFP ADVISOR SERVICES, LLC	Mar 4, 2014	Mar 4, 2014	0	Firm change	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	FOUNDERS FINANCIAL SECURITIES, LLC	Aug 7, 2006	Aug 3, 2006	-4	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
283330:142457:MD:2026-07-21	Jul 21, 2026	Jul 17, 2026	TOWSON, MD	Firm change

Relationships

Registered with (5)

→ MERIT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Jul 17, 2026 to presentfactForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 21, 2016 to Jul 21, 2026factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Mar 4, 2014 to Sep 22, 2016factForm ADV
→ FOUNDERS FINANCIAL SECURITIES, LLCRegistered adviserregistration: previous registration
Aug 3, 2006 to Mar 4, 2014factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 8, 2003 to Aug 7, 2006factForm ADV

Dated events

Occurred
Jul 21, 2026
Advisor changed firm
Kurt William Wiegert left Kestra Advisory Services, Llc for Merit Financial Advisors (registered 2026-07-17)
Form ADVobserved 6 days ago