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Advisor at MERIT FINANCIAL ADVISORS
ALPHARETTA, GA | FRANKLIN, TN
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 | Mar 23, 2026 | n/a | yes | ALPHARETTA, GA|FRANKLIN, TN | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Mar 28, 2005 | Mar 16, 2026 | no | FAIRFIELD, IA|Franklin, TN | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | n/a | Jul 21, 2004 | Mar 28, 2005 | no | FAIRFIELD, IA|FAIRFIELD, IA|FRANKLIN, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | MERIT FINANCIAL ADVISORS | Mar 16, 2026 | Mar 23, 2026 | 7 | Firm change | Ibd to RIA |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Mar 28, 2005 | Mar 28, 2005 | 0 | Bulk transfer | Other |