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Advisor at MERIT FINANCIAL ADVISORS
ALPHARETTA, GA | Worcester, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MERIT FINANCIAL ADVISORS | Bd affiliated wealth | Nov 26, 2025 | n/a | yes | Worcester, MA|ALPHARETTA, GA | Current employment |
| COMMONWEALTH CONTINUUM ADVISORS | Former SEC adviser | Apr 8, 2025 | Nov 7, 2025 | no | Waltham, MA | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Nov 9, 2021 | Nov 7, 2025 | no | WALTHAM, MA|Worcester, MA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Feb 10, 2014 | Jan 17, 2017 | no | ST. PETERSBURG, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH CONTINUUM ADVISORS | MERIT FINANCIAL ADVISORS | Nov 7, 2025 | Nov 26, 2025 | 19 | Firm change | Other |
| COMMONWEALTH FINANCIAL NETWORK | COMMONWEALTH CONTINUUM ADVISORS | Nov 7, 2025 | Apr 8, 2025 | -213 | Firm change after gap | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | COMMONWEALTH FINANCIAL NETWORK | Jan 17, 2017 | Nov 9, 2021 | 1,757 | Firm change after gap | Other |