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Advisor at MERIT FINANCIAL ADVISORS
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 | May 5, 2025 | n/a | yes | ALPHARETTA, GA|ALPHARETTA, GA | Current employment |
| ST. JOHN & ASSOCIATES, INC. | Independent wealth | Jul 26, 2024 | May 5, 2025 | no | ROSWELL, GA | Previous registration |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | Apr 14, 2022 | Dec 2, 2022 | no | CUMMING, GA|PLYMOUTH, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ST. JOHN & ASSOCIATES, INC. | MERIT FINANCIAL ADVISORS | May 5, 2025 | May 5, 2025 | 0 | Firm change | RIA to RIA |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ST. JOHN & ASSOCIATES, INC. | Dec 2, 2022 | Jul 26, 2024 | 602 | Firm change after gap | Ibd to RIA |