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Advisor at MERIT FINANCIAL ADVISORS
Marietta, GA | 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 | Mar 17, 2026 | n/a | yes | Marietta, GA|ALPHARETTA, GA | Current employment |
| YOUR RETIREMENT COACH | Former SEC adviser | Apr 5, 2024 | Mar 31, 2026 | no | MARIETTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| YOUR RETIREMENT COACH | MERIT FINANCIAL ADVISORS | Mar 31, 2026 | Mar 17, 2026 | -14 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125573:142457:GA:2026-03-31 | Mar 31, 2026 | Mar 17, 2026 | MARIETTA, GA | Firm change |