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RIA / WealthAdvisor24 years in industry

Timothy James Williams

Advisor at MERIT FINANCIAL ADVISORS

Schwenksville, PA | ALPHARETTA, GA

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Search this name across graphsid dfx:ria:e6415ca9-9f2e-5079-5316-660085af5128

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 17, 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: Jul 24, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 24, 2002
First registration: Oct 17, 2002
Dual registered: no
Other names: T.J. WILLIAMS
IAPD individual key: 4433216

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	Jul 29, 2026	n/a	yes	Schwenksville, PA\|ALPHARETTA, GA	Current employment
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	Oct 6, 2021	Aug 11, 2025	no	NEW YORK, NY\|MALVERN, PA\|PLYMOUTH, MN	Previous registration
CURIAN CAPITAL, LLC	Former SEC adviser	Jan 14, 2016	Mar 29, 2016	no	DENVER, CO	Previous registration
Spc	Bd affiliated wealth	Nov 28, 2012	Jan 27, 2014	no	HADDON HEIGHTS, NJ	Previous registration
DIRECTED SERVICES LLC	Former SEC adviser	Aug 3, 2009	Dec 1, 2010	no	WEST CHESTER, PA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 17, 2002	Dec 5, 2007	no	WILMINGTON, DE\|NEWARK, DE	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
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	MERIT FINANCIAL ADVISORS	Aug 11, 2025	Jul 29, 2026	352	Firm change	Ibd to ibd
CURIAN CAPITAL, LLC	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Mar 29, 2016	Oct 6, 2021	2,017	Firm change after gap	Other
Spc	CURIAN CAPITAL, LLC	Jan 27, 2014	Jan 14, 2016	717	Firm change after gap	Other
DIRECTED SERVICES LLC	Spc	Dec 1, 2010	Nov 28, 2012	728	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	DIRECTED SERVICES LLC	Dec 5, 2007	Aug 3, 2009	607	Firm change after gap	Other

Relationships

Registered with (6)

→ MERIT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Jul 29, 2026 to presentfactForm ADV
→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Oct 6, 2021 to Aug 11, 2025factForm ADV
→ CURIAN CAPITAL, LLCRegistered adviserregistration: previous registration
Jan 14, 2016 to Mar 29, 2016factForm ADV
→ SPCRegistered adviserregistration: previous registration
Nov 28, 2012 to Jan 27, 2014factForm ADV
→ DIRECTED SERVICES LLCRegistered adviserregistration: previous registration
Aug 3, 2009 to Dec 1, 2010factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 17, 2002 to Dec 5, 2007factForm ADV

Dated events

Occurred
Aug 11, 2025
Advisor changed firm
Timothy James Williams left Wealth Enhancement Advisory Services, Llc for Merit Financial Advisors (registered 2026-07-29)
Form ADVobserved 6 days ago