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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

BLAINE GORDON MALCOLM

Advisor at MERIT FINANCIAL ADVISORS

ALPHARETTA, GA | FRISCO, TX

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Search this name across graphsid dfx:ria:dbf9d04d-cc5b-ed2a-bf9c-5ff6f359ddcb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jun 30, 2003 to Sep 15, 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 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: Jun 2, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jun 2, 2000
First registration: Jun 30, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 4180753

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 ADVISORS	Bd affiliated wealth	Oct 31, 2017	n/a	yes	ALPHARETTA, GA\|FRISCO, TX	Current employment
STRATOS WEALTH PARTNERS, LTD	Bd affiliated wealth	Feb 25, 2013	Oct 31, 2017	no	FRISCO, TX\|FRISCO, TX	Previous registration
LIFESTYLE PLANNING SOLUTIONS, LLC	Former SEC adviser	Jul 11, 2012	Oct 17, 2018	no	ALPHARETTA, GA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 8, 2012	May 3, 2013	no	FRISCO, TX\|SAN DIEGO, CA\|FRISCO, TX\|FRISCO, TX	Previous registration
COMMERCE WEALTH ADVISERS, LLC	Former SEC adviser	May 7, 2010	May 8, 2012	no	FRISCO, TX	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Oct 27, 2009	May 7, 2010	no	FRISCO, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 21, 2003	Jul 17, 2009	no	Southlake, TX\|DALLAS, TX\|DALLAS, TX	Previous registration
AMERIPRISE ADVISOR SERVICES, INC.	n/a	Jun 30, 2003	Aug 11, 2003	no	IRVING, TX	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
LIFESTYLE PLANNING SOLUTIONS, LLC	STRATOS WEALTH PARTNERS, LTD	Oct 17, 2018	Feb 25, 2013	-2,060	Firm change after gap	Other
STRATOS WEALTH PARTNERS, LTD	MERIT FINANCIAL ADVISORS	Oct 31, 2017	Oct 31, 2017	0	Firm change	Other
LPL FINANCIAL LLC	LIFESTYLE PLANNING SOLUTIONS, LLC	May 3, 2013	Jul 11, 2012	-296	Firm change after gap	Other
COMMERCE WEALTH ADVISERS, LLC	LPL FINANCIAL LLC	May 8, 2012	May 8, 2012	0	Firm change	Other
FSC SECURITIES CORPORATION	COMMERCE WEALTH ADVISERS, LLC	May 7, 2010	May 7, 2010	0	Firm change	Other
CHARLES SCHWAB & CO., INC.	FSC SECURITIES CORPORATION	Jul 17, 2009	Oct 27, 2009	102	Firm change	Other
AMERIPRISE ADVISOR SERVICES, INC.	CHARLES SCHWAB & CO., INC.	Aug 11, 2003	Aug 21, 2003	10	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
164456:153184:GA:2018-10-17	Oct 17, 2018	Feb 25, 2013	ALPHARETTA, GA	Firm change after gap
153184:142457:TX:2017-10-31	Oct 31, 2017	Oct 31, 2017	FRISCO, TX	Firm change

Relationships

Registered with (8)

→ MERIT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Oct 31, 2017 to presentfactForm ADV
→ LIFESTYLE PLANNING SOLUTIONS, LLCRegistered adviserregistration: previous registration
Jul 11, 2012 to Oct 17, 2018factForm ADV
→ STRATOS WEALTH PARTNERS, LTDRegistered adviserregistration: previous registration
Feb 25, 2013 to Oct 31, 2017factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 8, 2012 to May 3, 2013factForm ADV
→ COMMERCE WEALTH ADVISERS, LLCRegistered adviserregistration: previous registration
May 7, 2010 to May 8, 2012factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Oct 27, 2009 to May 7, 2010factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 21, 2003 to Jul 17, 2009factForm ADV
→ AMERIPRISE ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Jun 30, 2003 to Aug 11, 2003factForm ADV

Dated events

No dated event names this entity yet.