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.

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

Jun 27, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Jun 27, 2000

First registration

Jun 27, 2001

Dual registered

yes, broker-dealer

IAPD individual key

4185617

• Occurred

  Jan 2, 2026
  Advisor changed firm

  Kris Tulane Maksimovich left Global Wealth Advisors for Merit Financial Advisors (registered 2025-08-16)

  Form ADVobserved 5 days ago
• Occurred

  Aug 15, 2025
  Advisor changed firm

  Kris Tulane Maksimovich left Commonwealth Financial Network for Global Wealth Advisors (registered 2008-10-20)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ab7f2e2b-e84b-04be-d73c-92fa04dc6f9c

First observed

Jun 27, 2001

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.