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

Sep 1, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S66

First exam

Nov 11, 2017

First registration

Nov 11, 2017

Dual registered

yes, broker-dealer

IAPD individual key

6828345

• Occurred

  Aug 26, 2022
  Advisor changed firm

  William Nathan Morrison left Cambridge Investment Research Advisors, Inc. for Merit Financial Advisors (registered 2022-08-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c98a4ba8-b84e-0e5a-ae42-b7a23342b5a8

First observed

Nov 11, 2017

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.