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Advisor at MERIT FINANCIAL ADVISORS
ALPHARETTA, GA | Boca Raton, FL
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 | Feb 5, 2026 | n/a | yes | ALPHARETTA, GA|Boca Raton, FL | Current employment |
| STONE CREEK CAPITAL MANAGEMENT LLC | Former SEC adviser | Jan 6, 2023 | Mar 31, 2026 | no | Boca Raton, FL|ALPHARETTA, GA | Previous registration |
| STONE CREEK CAPITAL MANAGEMENT LLC | Former SEC adviser | Feb 1, 2019 | Dec 31, 2022 | no | ALPHARETTA, GA | Previous registration |
| BILTMORE CAPITAL ADVISORS | Former SEC adviser | Dec 18, 2018 | Jun 29, 2022 | no | BOCA RATON, FL | Previous registration |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Mar 31, 2006 | Aug 29, 2018 | no | BOCA RATON, FL|Boca Raton, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STONE CREEK CAPITAL MANAGEMENT LLC | MERIT FINANCIAL ADVISORS | Mar 31, 2026 | Feb 5, 2026 | -54 | Firm change after gap | Other |
| BILTMORE CAPITAL ADVISORS | STONE CREEK CAPITAL MANAGEMENT LLC | Jun 29, 2022 | Feb 1, 2019 | -1,244 | Firm change after gap | Other |
| THRIVENT INVESTMENT MANAGEMENT INC. | BILTMORE CAPITAL ADVISORS | Aug 29, 2018 | Dec 18, 2018 | 111 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 143965:284775:FL:2022-06-29 | Jun 29, 2022 | Feb 1, 2019 | BOCA RATON, FL | Firm change after gap |