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

JOSEPH RODERICK CILLEY

Advisor at MERIT FINANCIAL ADVISORS

ALPHARETTA, GA | Tacoma, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e0cb043e-992e-1a26-7492-cbacf2d9e2b8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 18, 2002 to Sep 14, 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 7, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 7, 2000
First registration: Mar 18, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 3265431

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 3, 2022	n/a	yes	Tacoma, WA\|ALPHARETTA, GA	Current employment
TRIAD INVESTMENT MANAGEMENT	Former SEC adviser	Jan 10, 2019	Oct 4, 2022	no	TACOMA, WA\|ISSAQUAH, WA	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	May 17, 2011	Jan 8, 2019	no	PUYALLUP, WA\|Seattle, WA\|SEATTLE, WA\|SEATTLE, WA\|SEATTLE, WA\|Puyallup, WA\|FIFE, WA\|Sumner, WA\|Tacoma, WA\|PUYALLUP, WA\|TACOMA, WA\|Puyallup, WA\|Sumner, WA\|TACOMA, WA\|UNIVERSITY PLACE, WA\|Spanway, WA\|Puyallup, WA\|Bonney Lake, WA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 18, 2002	Jun 13, 2011	no	TUKWILA, WA\|WOODINVILLE, WA\|FEDERAL WAY, WA\|TUKWILA, WA	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
TRIAD INVESTMENT MANAGEMENT	MERIT FINANCIAL ADVISORS	Oct 4, 2022	Oct 3, 2022	-1	Firm change	RIA to RIA
U.S. BANCORP INVESTMENTS, INC.	TRIAD INVESTMENT MANAGEMENT	Jan 8, 2019	Jan 10, 2019	2	Firm change	Ibd to new firm
LPL FINANCIAL LLC	U.S. BANCORP INVESTMENTS, INC.	Jun 13, 2011	May 17, 2011	-27	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
297699:142457:WA:2022-10-04	Oct 4, 2022	Oct 3, 2022	ISSAQUAH, WA	Firm change
17868:297699:WA:2019-01-08	Jan 8, 2019	Jan 10, 2019	BONNEY LAKE, WA	Firm change

Relationships

Registered with (4)

→ MERIT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Oct 3, 2022 to presentfactForm ADV
→ TRIAD INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Jan 10, 2019 to Oct 4, 2022factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
May 17, 2011 to Jan 8, 2019factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 18, 2002 to Jun 13, 2011factForm ADV

Dated events

Occurred
Oct 4, 2022
Advisor changed firm
Joseph Roderick Cilley left Triad Investment Management for Merit Financial Advisors (registered 2022-10-03)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e0cb043e-992e-1a26-7492-cbacf2d9e2b8
First observed: Mar 18, 2002
Last observed: Sep 14, 2026 7 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.

JOSEPH RODERICK CILLEY

Advisor at MERIT FINANCIAL ADVISORS

ALPHARETTA, GA | Tacoma, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e0cb043e-992e-1a26-7492-cbacf2d9e2b8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:40 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MERIT FINANCIAL ADVISORS

Bd affiliated wealth

Oct 3, 2022

n/a

yes

Tacoma, WA|ALPHARETTA, GA

Current employment

TRIAD INVESTMENT MANAGEMENT

Former SEC adviser

Jan 10, 2019

Oct 4, 2022

TACOMA, WA|ISSAQUAH, WA

Previous registration

U.S. BANCORP INVESTMENTS, INC.

Former SEC adviser

May 17, 2011

Jan 8, 2019

Previous registration

LPL FINANCIAL LLC

Bd affiliated wealth

Mar 18, 2002

Jun 13, 2011

TUKWILA, WA|WOODINVILLE, WA|FEDERAL WAY, WA|TUKWILA, WA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

TRIAD INVESTMENT MANAGEMENT

MERIT FINANCIAL ADVISORS

Oct 4, 2022

Oct 3, 2022

-1

Firm change

RIA to RIA

U.S. BANCORP INVESTMENTS, INC.

TRIAD INVESTMENT MANAGEMENT

Jan 8, 2019

Jan 10, 2019

Firm change

Ibd to new firm

LPL FINANCIAL LLC

U.S. BANCORP INVESTMENTS, INC.

Jun 13, 2011

May 17, 2011

-27

Firm change

Other

Team

Left

Joined

From

Kind

297699:142457:WA:2022-10-04

Oct 4, 2022

Oct 3, 2022

ISSAQUAH, WA

Firm change

17868:297699:WA:2019-01-08

Jan 8, 2019

Jan 10, 2019

BONNEY LAKE, WA

Firm change