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Advisor at MERIT FINANCIAL ADVISORS
Spokane, WA | ALPHARETTA, GA
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 | May 14, 2025 | n/a | yes | Spokane, WA|ALPHARETTA, GA | Current employment |
| NORTHERN CAPITAL RETIREMENT SERVICES, INC. | Institutional manager | Oct 8, 2021 | Feb 24, 2025 | no | SPOKANE, WA | Previous registration |
| NORTHERN CAPITAL MANAGEMENT, INC. | Independent wealth | Oct 8, 2021 | Feb 24, 2025 | no | SPOKANE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHERN CAPITAL MANAGEMENT, INC. | MERIT FINANCIAL ADVISORS | Feb 24, 2025 | May 14, 2025 | 79 | Firm change | RIA to RIA |
| NORTHERN CAPITAL RETIREMENT SERVICES, INC. | NORTHERN CAPITAL MANAGEMENT, INC. | Feb 24, 2025 | Oct 8, 2021 | -1,235 | Firm change after gap | Other |