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RIA / WealthAdvisorCertified Financial Planner15 years in industry

HREFNA S MARTIN

Advisor at MERIT FINANCIAL PARTNERS LLC

MASPETH, NY | Westport, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aeedb038-349d-9c23-00c2-017d6847d825

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 23, 2011 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 PARTNERS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 19, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: May 19, 2011
First registration: May 23, 2011
Dual registered: no
Other names: HREFNA STEINGRIMSDOTTIR
IAPD individual key: 5923804

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 PARTNERS LLC	Independent wealth	Nov 17, 2015	n/a	yes	Westport, CT\|MASPETH, NY	Current employment
COX FINANCIAL SERVICES, LLC	n/a	Jun 17, 2015	Dec 31, 2016	no	REDDING, CT	Previous registration
RESNICK ADVISORS	Former SEC adviser	May 23, 2011	Jun 1, 2015	no	WESTPORT, CT	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
COX FINANCIAL SERVICES, LLC	MERIT FINANCIAL PARTNERS LLC	Dec 31, 2016	Nov 17, 2015	-410	Firm change after gap	Other
RESNICK ADVISORS	COX FINANCIAL SERVICES, LLC	Jun 1, 2015	Jun 17, 2015	16	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
151773:141359:CT:2016-12-31	Dec 31, 2016	Nov 17, 2015	REDDING, CT	Firm change after gap

Relationships

Registered with (3)

→ MERIT FINANCIAL PARTNERS LLCRegistered adviserregistration: current employment
Nov 17, 2015 to presentfactForm ADV
→ COX FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jun 17, 2015 to Dec 31, 2016factForm ADV
→ RESNICK ADVISORSRegistered adviserregistration: previous registration
May 23, 2011 to Jun 1, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aeedb038-349d-9c23-00c2-017d6847d825
First observed: May 23, 2011
Last observed: Sep 14, 2026 7 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.

HREFNA S MARTIN

Advisor at MERIT FINANCIAL PARTNERS LLC

MASPETH, NY | Westport, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aeedb038-349d-9c23-00c2-017d6847d825

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:24 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MERIT FINANCIAL PARTNERS LLC

Independent wealth

Nov 17, 2015

n/a

yes

Westport, CT|MASPETH, NY

Current employment

COX FINANCIAL SERVICES, LLC

n/a

Jun 17, 2015

Dec 31, 2016

REDDING, CT

Previous registration

RESNICK ADVISORS

Former SEC adviser

May 23, 2011

Jun 1, 2015

WESTPORT, CT

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

COX FINANCIAL SERVICES, LLC

MERIT FINANCIAL PARTNERS LLC

Dec 31, 2016

Nov 17, 2015

-410

Firm change after gap

Other

RESNICK ADVISORS

COX FINANCIAL SERVICES, LLC

Jun 1, 2015

Jun 17, 2015

Firm change

Other

Team

Left

Joined

From

Kind

151773:141359:CT:2016-12-31

Dec 31, 2016

Nov 17, 2015

REDDING, CT

Firm change after gap