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RIA / WealthAdvisorChartered Financial Consultant35 years in industry

LORENCE H MERRITT

Advisor at INDEPENDENT FINANCIAL PARTNERS

Highland Park, IL

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Search this name across graphsid dfx:ria:a48b8ea2-2666-9408-821c-324f30304f0f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 2, 1997 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: INDEPENDENT FINANCIAL PARTNERS
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: Jun 22, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Jun 22, 1991
First registration: Sep 2, 1997
Dual registered: no
Other names: LORY MERRITT
IAPD individual key: 711109

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
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Oct 19, 2010	n/a	yes	Highland Park, IL	Current employment
SHERIDAN ROAD ADVISORS, LLC	n/a	Sep 29, 2010	Dec 31, 2010	no	NORTHBROOK, IL	Previous registration
NRP ADVISORS, INC.	n/a	Mar 3, 2008	Dec 1, 2010	no	NORTHBROOK, IL	Previous registration
NRP FINANCIAL, INC.	n/a	Dec 12, 2006	Oct 16, 2008	no	NORTHBROOK, IL\|BRYAN, OH\|BRYAN, OH\|NORTHBROOK, IL	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Sep 2, 1997	Dec 13, 2006	no	NORTHBROOK, IL\|NORTHBROOK, IL\|NORTHBROOK, IL	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
SHERIDAN ROAD ADVISORS, LLC	INDEPENDENT FINANCIAL PARTNERS	Dec 31, 2010	Oct 19, 2010	-73	Firm change after gap	Other
NRP ADVISORS, INC.	SHERIDAN ROAD ADVISORS, LLC	Dec 1, 2010	Sep 29, 2010	-63	Firm change after gap	Other
NRP FINANCIAL, INC.	NRP ADVISORS, INC.	Oct 16, 2008	Mar 3, 2008	-227	Bulk transfer	Other
EQUITABLE ADVISORS, LLC	NRP FINANCIAL, INC.	Dec 13, 2006	Dec 12, 2006	-1	Firm change	Other

Relationships

Registered with (5)

→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: current employment
Oct 19, 2010 to presentfactForm ADV
→ SHERIDAN ROAD ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 29, 2010 to Dec 31, 2010factForm ADV
→ NRP ADVISORS, INC.Registered adviserregistration: previous registration
Mar 3, 2008 to Dec 1, 2010factForm ADV
→ NRP FINANCIAL, INC.Registered adviserregistration: previous registration
Dec 12, 2006 to Oct 16, 2008factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 2, 1997 to Dec 13, 2006factForm ADV

Dated events

No dated event names this entity yet.