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Advisor at MERIT FINANCIAL ADVISORS
ALPHARETTA, GA | Newtown, PA
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 | Apr 3, 2023 | n/a | yes | Newtown, PA|ALPHARETTA, GA | Current employment |
| TFG WEALTH MANAGEMENT, LLC | Former SEC adviser | Sep 18, 2008 | Jun 13, 2023 | no | NEWTOWN, PA|NEWTOWN, PA|NEWTOWN, PA | Previous registration |
| ENVISION INVESTMENT ADVISORS, LLC | n/a | Mar 10, 2008 | Dec 2, 2008 | no | NEWTOWN, PA|OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TFG WEALTH MANAGEMENT, LLC | MERIT FINANCIAL ADVISORS | Jun 13, 2023 | Apr 3, 2023 | -71 | Firm change after gap | RIA to RIA |
| ENVISION INVESTMENT ADVISORS, LLC | TFG WEALTH MANAGEMENT, LLC | Dec 2, 2008 | Sep 18, 2008 | -75 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 148025:142457:PA:2023-06-13 | Jun 13, 2023 | Apr 3, 2023 | NEWTOWN, PA | Firm change after gap |