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

Mar 18, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

First registration

Mar 18, 2013

Dual registered

no

Other names

KIM SPENCE|KIM JONES|KIMBERLY SPENCE JONES|KIMBERLY ANN SPENCE|KIMBERLY SPENCE JONES|KIM DRAKE|Kimberly Spence Drake|Kimberly Spence Drake

IAPD individual key

1328476

• Occurred

  Oct 13, 2022
  Advisor changed firm

  Kimberly Spence left Savant Wealth Management for Merit Financial Advisors (registered 2026-09-10)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c6e6d74d-45f0-77eb-5dc0-fbc7b93008df

First observed

Mar 18, 2013

Last observed

Sep 15, 2026 6 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.